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 | $76,515 | $80,717-5.2% | $154,803-50.6% | $84,808-9.8% |
| Participation rate | 97.1% | 66.8%+30.2pp | 78.1%+19.0pp | 68.3%+28.7pp |
| Annual return | 10.08% | 37.96%-27.9pp | 58.88%-48.8pp | 40.90%-30.8pp |
| Employer contribution / active EE | $4,826 | $2,761+74.8% | $4,305+12.1% | $2,631+83.4% |
| Participant deferral / active EE | $3,832 | $3,303+16.0% | $5,540-30.8% | $4,212-9.0% |
| Admin fee / account holder | $1,931 | $6,746-71.4% | $14,329-86.5% | $7,344-73.7% |