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 | $50,608 | $85,766-41.0% | $136,294-62.9% | $70,131-27.8% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 11.78% | 31.45%-19.7pp | 5155.94%-5144.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $3,150 | $2,966+6.2% | $4,695-32.9% | $2,342+34.5% |
| Participant deferral / active EE | $6,881 | $5,051+36.2% | $6,247+10.2% | $3,332+106.5% |
| Admin fee / account holder | $1,155 | $5,420-78.7% | $9,243-87.5% | $4,645-75.1% |