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 | $51,248 | $123,793-58.6% | $177,821-71.2% | $79,858-35.8% |
| Participation rate | 89.7% | 84.7%+5.0pp | 87.7%+1.9pp | 69.6%+20.0pp |
| Annual return | 9.40% | 22.82%-13.4pp | 48.32%-38.9pp | 31.71%-22.3pp |
| Employer contribution / active EE | $2,095 | $4,095-48.8% | $5,918-64.6% | $2,471-15.2% |
| Participant deferral / active EE | $2,928 | $5,956-50.8% | $7,714-62.0% | $3,740-21.7% |
| Admin fee / account holder | $1,542 | $7,243-78.7% | $12,427-87.6% | $5,306-70.9% |