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 | $36,705 | $86,286-57.5% | $111,297-67.0% | $85,850-57.2% |
| Participation rate | 95.1% | 73.3%+21.8pp | 77.3%+17.8pp | 69.3%+25.8pp |
| Annual return | 10.80% | 19.99%-9.2pp | 54.65%-43.8pp | 318.53%-307.7pp |
| Employer contribution / active EE | $2,055 | $2,043+0.6% | $2,731-24.8% | $2,565-19.9% |
| Participant deferral / active EE | $1,703 | $3,641-53.2% | $4,487-62.0% | $3,952-56.9% |
| Admin fee / account holder | $1,883 | $8,188-77.0% | $7,964-76.4% | $6,260-69.9% |