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 | $28,005 | $89,355-68.7% | $141,162-80.2% | $72,985-61.6% |
| Participation rate | 72.7% | 75.1%-2.4pp | 82.5%-9.7pp | 69.5%+3.2pp |
| Annual return | 15.85% | 111.85%-96.0pp | 71.39%-55.5pp | 81.00%-65.1pp |
| Employer contribution / active EE | $3,052 | $3,114-2.0% | $4,735-35.5% | $2,440+25.1% |
| Participant deferral / active EE | $5,520 | $5,418+1.9% | $6,709-17.7% | $3,607+53.0% |
| Admin fee / account holder | $1,132 | $5,958-81.0% | $10,261-89.0% | $5,124-77.9% |