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 | $53,463 | $77,419-30.9% | $69,455-23.0% | $152,861-65.0% |
| Participation rate | 82.4% | 78.1%+4.3pp | 74.6%+7.7pp | 82.4%-0.1pp |
| Annual return | 3.85% | 39.06%-35.2pp | 28.97%-25.1pp | 345.32%-341.5pp |
| Employer contribution / active EE | $2,289 | $3,315-31.0% | $2,779-17.6% | $4,762-51.9% |
| Participant deferral / active EE | $4,990 | $4,414+13.1% | $3,535+41.1% | $5,850-14.7% |
| Admin fee / account holder | $2,575 | $6,207-58.5% | $3,839-32.9% | $11,596-77.8% |