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 | $45,318 | $89,753-49.5% | $107,525-57.9% | $84,808-46.6% |
| Participation rate | 97.9% | 68.1%+29.9pp | 75.1%+22.8pp | 68.3%+29.6pp |
| Annual return | 12.51% | 29.48%-17.0pp | 181.32%-168.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $5,466 | $3,113+75.5% | $3,754+45.6% | $2,631+107.7% |
| Participant deferral / active EE | $3,928 | $4,056-3.1% | $5,116-23.2% | $4,212-6.7% |
| Admin fee / account holder | $789 | $7,222-89.1% | $8,919-91.2% | $7,344-89.3% |