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 | $51,781 | $98,750-47.6% | $149,696-65.4% | $79,858-35.2% |
| Participation rate | 82.4% | 75.8%+6.6pp | 82.5%-0.1pp | 69.6%+12.7pp |
| Annual return | 8.19% | 27.43%-19.2pp | 276.60%-268.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $2,839 | $3,216-11.7% | $4,644-38.9% | $2,471+14.9% |
| Participant deferral / active EE | $6,227 | $5,680+9.6% | $6,842-9.0% | $3,740+66.5% |
| Admin fee / account holder | $6,282 | $6,053+3.8% | $9,309-32.5% | $5,306+18.4% |