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 | $48,073 | $106,515-54.9% | $96,683-50.3% | $139,434-65.5% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 9.47% | 38.43%-29.0pp | 35.69%-26.2pp | 372.94%-363.5pp |
| Employer contribution / active EE | $2,408 | $4,103-41.3% | $3,737-35.5% | $4,751-49.3% |
| Participant deferral / active EE | $6,941 | $5,454+27.3% | $4,878+42.3% | $6,710+3.4% |
| Admin fee / account holder | $974 | $7,877-87.6% | $6,730-85.5% | $11,403-91.5% |