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 | $38,414 | $91,552-58.0% | $133,956-71.3% | $79,858-51.9% |
| Participation rate | 89.2% | 73.3%+15.8pp | 79.8%+9.4pp | 69.6%+19.6pp |
| Annual return | 10.03% | 61.85%-51.8pp | 45.09%-35.1pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,538 | $2,384-35.5% | $3,919-60.8% | $2,471-37.8% |
| Participant deferral / active EE | $2,179 | $3,733-41.6% | $5,048-56.8% | $3,740-41.7% |
| Admin fee / account holder | $6,026 | $6,321-4.7% | $8,927-32.5% | $5,306+13.6% |