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 | $83,495 | $51,576+61.9% | $129,207-35.4% | $80,856+3.3% |
| Participation rate | 80.0% | 57.0%+23.0pp | 69.6%+10.4pp | 67.6%+12.4pp |
| Annual return | 11.01% | 20.81%-9.8pp | 9417.33%-9406.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,485 | $1,584+120.0% | $4,153-16.1% | $2,755+26.5% |
| Participant deferral / active EE | $3,758 | $2,669+40.8% | $4,168-9.8% | $4,296-12.5% |
| Admin fee / account holder | $707 | $4,305-83.6% | $7,715-90.8% | $6,918-89.8% |