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 | $55,547 | $91,190-39.1% | $178,490-68.9% | $79,858-30.4% |
| Participation rate | 78.6% | 69.2%+9.4pp | 81.9%-3.4pp | 69.6%+8.9pp |
| Annual return | 5.42% | 24.19%-18.8pp | 151.07%-145.7pp | 31.71%-26.3pp |
| Employer contribution / active EE | $3,109 | $3,256-4.5% | $5,011-38.0% | $2,471+25.8% |
| Participant deferral / active EE | $6,517 | $3,236+101.4% | $5,202+25.3% | $3,740+74.3% |
| Admin fee / account holder | $10,640 | $6,751+57.6% | $13,984-23.9% | $5,306+100.5% |