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 | $44,692 | $78,672-43.2% | $109,143-59.1% | $85,850-47.9% |
| Participation rate | 96.4% | 68.3%+28.2pp | 75.9%+20.6pp | 69.3%+27.1pp |
| Annual return | 10.49% | 25.09%-14.6pp | 25.75%-15.3pp | 318.53%-308.0pp |
| Employer contribution / active EE | $2,778 | $2,735+1.6% | $3,722-25.4% | $2,565+8.3% |
| Participant deferral / active EE | $2,877 | $3,467-17.0% | $4,653-38.2% | $3,952-27.2% |
| Admin fee / account holder | $1,093 | $5,469-80.0% | $6,752-83.8% | $6,260-82.5% |