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 | $84,325 | $185,822-54.6% | $169,993-50.4% | $139,434-39.5% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 10.65% | 60.50%-49.8pp | 53.37%-42.7pp | 372.94%-362.3pp |
| Employer contribution / active EE | $3,039 | $7,590-60.0% | $6,785-55.2% | $4,751-36.0% |
| Participant deferral / active EE | $11,604 | $11,622-0.2% | $10,408+11.5% | $6,710+72.9% |
| Admin fee / account holder | $3,348 | $15,381-78.2% | $12,815-73.9% | $11,403-70.6% |