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 | $53,194 | $65,365-18.6% | $92,893-42.7% | $72,985-27.1% |
| Participation rate | 72.2% | 68.3%+3.9pp | 76.0%-3.8pp | 69.5%+2.7pp |
| Annual return | 15.61% | 42.10%-26.5pp | 109.41%-93.8pp | 81.00%-65.4pp |
| Employer contribution / active EE | $4,163 | $2,594+60.5% | $3,653+14.0% | $2,440+70.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $6,099 | $4,251+43.5% | $5,794+5.3% | $5,124+19.0% |