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 | $40,028 | $78,422-49.0% | $95,952-58.3% | $79,858-49.9% |
| Participation rate | 81.3% | 73.5%+7.8pp | 77.1%+4.2pp | 69.6%+11.6pp |
| Annual return | 9.35% | 19.37%-10.0pp | 91.61%-82.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $3,439 | $1,945+76.8% | $2,541+35.4% | $2,471+39.2% |
| Participant deferral / active EE | $1,709 | $3,440-50.3% | $4,167-59.0% | $3,740-54.3% |
| Admin fee / account holder | $1,590 | $5,622-71.7% | $6,795-76.6% | $5,306-70.0% |