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 | $60,542 | $83,477-27.5% | $125,175-51.6% | $72,985-17.0% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.5%+21.4pp |
| Annual return | 14.36% | 25.78%-11.4pp | 43.79%-29.4pp | 81.00%-66.6pp |
| Employer contribution / active EE | $5,063 | $2,345+115.9% | $3,865+31.0% | $2,440+107.5% |
| Participant deferral / active EE | $4,491 | $3,585+25.3% | $4,937-9.0% | $3,607+24.5% |
| Admin fee / account holder | $1,028 | $5,517-81.4% | $9,702-89.4% | $5,124-79.9% |