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 | $64,398 | $91,190-29.4% | $178,490-63.9% | $79,858-19.4% |
| Participation rate | 76.5% | 69.2%+7.3pp | 81.9%-5.5pp | 69.6%+6.8pp |
| Annual return | 6.94% | 24.19%-17.2pp | 151.07%-144.1pp | 31.71%-24.8pp |
| Employer contribution / active EE | $2,641 | $3,256-18.9% | $5,011-47.3% | $2,471+6.9% |
| Participant deferral / active EE | $3,128 | $3,236-3.3% | $5,202-39.9% | $3,740-16.4% |
| Admin fee / account holder | $640 | $6,751-90.5% | $13,984-95.4% | $5,306-87.9% |