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 | $52,131 | $78,422-33.5% | $95,952-45.7% | $79,858-34.7% |
| Participation rate | 89.7% | 73.5%+16.2pp | 77.1%+12.6pp | 69.6%+20.0pp |
| Annual return | 7.11% | 19.37%-12.3pp | 91.61%-84.5pp | 31.71%-24.6pp |
| Employer contribution / active EE | $1,095 | $1,945-43.7% | $2,541-56.9% | $2,471-55.7% |
| Participant deferral / active EE | $2,408 | $3,440-30.0% | $4,167-42.2% | $3,740-35.6% |
| Admin fee / account holder | $1,406 | $5,622-75.0% | $6,795-79.3% | $5,306-73.5% |