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 | $29,416 | $65,041-54.8% | $90,951-67.7% | $79,858-63.2% |
| Participation rate | 75.8% | 61.6%+14.2pp | 69.0%+6.7pp | 69.6%+6.1pp |
| Annual return | 9.43% | 30.45%-21.0pp | 134.60%-125.2pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,315 | $1,247+5.4% | $2,122-38.0% | $2,471-46.8% |
| Participant deferral / active EE | $4,388 | $2,512+74.7% | $3,373+30.1% | $3,740+17.3% |
| Admin fee / account holder | $3,338 | $4,536-26.4% | $5,959-44.0% | $5,306-37.1% |