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 | $33,901 | $99,985-66.1% | $146,665-76.9% | $85,850-60.5% |
| Participation rate | 76.0% | 73.1%+2.9pp | 80.1%-4.1pp | 69.3%+6.7pp |
| Annual return | 8.93% | 18.93%-10.0pp | 22.74%-13.8pp | 318.53%-309.6pp |
| Employer contribution / active EE | $2,302 | $2,559-10.0% | $4,136-44.4% | $2,565-10.3% |
| Participant deferral / active EE | $3,153 | $4,006-21.3% | $5,506-42.7% | $3,952-20.2% |
| Admin fee / account holder | $9,131 | $7,702+18.5% | $10,280-11.2% | $6,260+45.9% |