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 | $41,533 | $93,571-55.6% | $135,903-69.4% | $75,163-44.7% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 10.48% | 30.90%-20.4pp | 68.23%-57.8pp | 160.62%-150.1pp |
| Employer contribution / active EE | $2,953 | $3,537-16.5% | $4,856-39.2% | $2,670+10.6% |
| Participant deferral / active EE | $5,116 | $6,404-20.1% | $7,758-34.1% | $4,125+24.0% |
| Admin fee / account holder | $769 | $6,975-89.0% | $10,762-92.9% | $5,651-86.4% |