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 | $55,111 | $101,724-45.8% | $164,813-66.6% | $80,856-31.8% |
| Participation rate | 74.0% | 71.8%+2.2pp | 78.6%-4.6pp | 67.6%+6.4pp |
| Annual return | 9.47% | 16.72%-7.2pp | 69.93%-60.5pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,413 | $2,953-52.2% | $4,341-67.4% | $2,755-48.7% |
| Participant deferral / active EE | $3,573 | $4,477-20.2% | $6,031-40.8% | $4,296-16.8% |
| Admin fee / account holder | $4,587 | $8,227-44.2% | $12,690-63.8% | $6,918-33.7% |