See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,547 | $49,922+75.4% | $80,569+8.7% | $75,163+16.5% |
| Participation rate | 94.4% | 55.3%+39.1pp | 67.0%+27.4pp | 67.2%+27.3pp |
| Annual return | 10.78% | 34.69%-23.9pp | 935.43%-924.6pp | 160.62%-149.8pp |
| Employer contribution / active EE | $1,456 | $1,698-14.3% | $2,723-46.5% | $2,670-45.5% |
| Participant deferral / active EE | $2,311 | $2,990-22.7% | $4,447-48.0% | $4,125-44.0% |
| Admin fee / account holder | $4,416 | $3,577+23.5% | $5,377-17.9% | $5,651-21.9% |