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 | $59,178 | $73,933-20.0% | $96,683-38.8% | $75,163-21.3% |
| Participation rate | 89.7% | 66.4%+23.2pp | 74.3%+15.3pp | 67.2%+22.5pp |
| Annual return | 7.52% | 26.70%-19.2pp | 35.69%-28.2pp | 160.62%-153.1pp |
| Employer contribution / active EE | $29,541 | $2,928+909.0% | $3,737+690.6% | $2,670+1006.5% |
| Participant deferral / active EE | $4,001 | $3,659+9.4% | $4,878-18.0% | $4,125-3.0% |
| Admin fee / account holder | $3,637 | $5,216-30.3% | $6,730-46.0% | $5,651-35.6% |