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 | $71,430 | $96,965-26.3% | $97,995-27.1% | $147,584-51.6% |
| Participation rate | 75.0% | 83.6%-8.6pp | 82.4%-7.4pp | 82.8%-7.8pp |
| Annual return | 4.63% | 24.11%-19.5pp | 23.94%-19.3pp | 578.55%-573.9pp |
| Employer contribution / active EE | $1,476 | $4,536-67.5% | $4,158-64.5% | $4,876-69.7% |
| Participant deferral / active EE | $4,777 | $5,081-6.0% | $5,097-6.3% | $5,439-12.2% |
| Admin fee / account holder | $1,468 | $8,120-81.9% | $5,943-75.3% | $10,885-86.5% |