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 | $61,979 | $123,793-49.9% | $177,821-65.1% | $79,858-22.4% |
| Participation rate | 89.3% | 84.7%+4.6pp | 87.7%+1.6pp | 69.6%+19.7pp |
| Annual return | 9.87% | 22.82%-13.0pp | 48.32%-38.5pp | 31.71%-21.8pp |
| Employer contribution / active EE | $3,755 | $4,095-8.3% | $5,918-36.6% | $2,471+52.0% |
| Participant deferral / active EE | $5,432 | $5,956-8.8% | $7,714-29.6% | $3,740+45.2% |
| Admin fee / account holder | $9,715 | $7,243+34.1% | $12,427-21.8% | $5,306+83.1% |