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 3-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 | $24,390 | $154,228-84.2% | $145,433-83.2% | $137,256-82.2% |
| Participation rate | 84.2% | 83.8%+0.4pp | 82.1%+2.1pp | 80.0%+4.3pp |
| Annual return | 5.04% | 74.59%-69.5pp | 66.58%-61.5pp | 220.34%-215.3pp |
| Employer contribution / active EE | $2,369 | $4,804-50.7% | $4,554-48.0% | $4,156-43.0% |
| Participant deferral / active EE | $7,396 | $8,216-10.0% | $7,897-6.4% | $6,407+15.4% |
| Admin fee / account holder | $2,749 | $14,344-80.8% | $13,129-79.1% | $12,270-77.6% |