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 | $56,662 | $107,934-47.5% | $91,989-38.4% | $152,861-62.9% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 9.73% | 89.24%-79.5pp | 69.02%-59.3pp | 345.32%-335.6pp |
| Employer contribution / active EE | $1,857 | $4,210-55.9% | $3,452-46.2% | $4,762-61.0% |
| Participant deferral / active EE | $3,975 | $6,364-37.5% | $5,923-32.9% | $5,850-32.1% |
| Admin fee / account holder | $9,737 | $10,520-7.4% | $7,743+25.8% | $11,596-16.0% |