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 | $52,627 | $73,933-28.8% | $96,683-45.6% | $75,163-30.0% |
| Participation rate | 93.6% | 66.4%+27.2pp | 74.3%+19.3pp | 67.2%+26.4pp |
| Annual return | 5.79% | 26.70%-20.9pp | 35.69%-29.9pp | 160.62%-154.8pp |
| Employer contribution / active EE | $6,811 | $2,928+132.7% | $3,737+82.3% | $2,670+155.1% |
| Participant deferral / active EE | $2,515 | $3,659-31.3% | $4,878-48.4% | $4,125-39.0% |
| Admin fee / account holder | $1,439 | $5,216-72.4% | $6,730-78.6% | $5,651-74.5% |