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 | $107,903 | $56,053+92.5% | $75,972+42.0% | $80,856+33.4% |
| Participation rate | 96.2% | 62.0%+34.1pp | 69.1%+27.1pp | 67.6%+28.5pp |
| Annual return | 8.26% | 20.53%-12.3pp | 359.55%-351.3pp | 35.59%-27.3pp |
| Employer contribution / active EE | $2,002 | $1,874+6.8% | $2,685-25.4% | $2,755-27.3% |
| Participant deferral / active EE | $6,999 | $3,052+129.4% | $4,255+64.5% | $4,296+62.9% |
| Admin fee / account holder | $2,041 | $5,234-61.0% | $6,467-68.4% | $6,918-70.5% |