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 | $38,320 | $109,413-65.0% | $156,263-75.5% | $84,808-54.8% |
| Participation rate | 90.9% | 72.7%+18.2pp | 78.9%+12.0pp | 68.3%+22.6pp |
| Annual return | 12.47% | 20.18%-7.7pp | 59.47%-47.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,892 | $2,907-34.9% | $4,333-56.3% | $2,631-28.1% |
| Participant deferral / active EE | $3,220 | $4,590-29.8% | $6,158-47.7% | $4,212-23.5% |
| Admin fee / account holder | $3,995 | $9,357-57.3% | $14,255-72.0% | $7,344-45.6% |