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 | $39,746 | $107,334-63.0% | $92,893-57.2% | $152,861-74.0% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 9.55% | 145.58%-136.0pp | 109.41%-99.9pp | 345.32%-335.8pp |
| Employer contribution / active EE | $3,277 | $4,221-22.4% | $3,653-10.3% | $4,762-31.2% |
| Participant deferral / active EE | $6,508 | $4,845+34.3% | $4,236+53.6% | $5,850+11.2% |
| Admin fee / account holder | $1,025 | $7,079-85.5% | $5,794-82.3% | $11,596-91.2% |