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 | $77,094 | $98,750-21.9% | $149,696-48.5% | $79,858-3.5% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 10.12% | 27.43%-17.3pp | 276.60%-266.5pp | 31.71%-21.6pp |
| Employer contribution / active EE | $4,513 | $3,216+40.3% | $4,644-2.8% | $2,471+82.6% |
| Participant deferral / active EE | $3,326 | $5,680-41.4% | $6,842-51.4% | $3,740-11.1% |
| Admin fee / account holder | $25,326 | $6,053+318.4% | $9,309+172.1% | $5,306+377.3% |