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 | $75,578 | $89,355-15.4% | $141,162-46.5% | $72,985+3.6% |
| Participation rate | 97.7% | 75.1%+22.6pp | 82.5%+15.3pp | 69.5%+28.2pp |
| Annual return | 14.60% | 111.85%-97.2pp | 71.39%-56.8pp | 81.00%-66.4pp |
| Employer contribution / active EE | $3,273 | $3,114+5.1% | $4,735-30.9% | $2,440+34.1% |
| Participant deferral / active EE | $9,795 | $5,418+80.8% | $6,709+46.0% | $3,607+171.5% |
| Admin fee / account holder | $5,994 | $5,958+0.6% | $10,261-41.6% | $5,124+17.0% |