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 | $54,255 | $148,978-63.6% | $200,582-73.0% | $84,808-36.0% |
| Participation rate | 84.2% | 84.2%0pp | 86.9%-2.7pp | 68.3%+15.9pp |
| Annual return | 12.51% | 28.16%-15.7pp | 42.33%-29.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,891 | $4,815-40.0% | $6,419-55.0% | $2,631+9.9% |
| Participant deferral / active EE | $6,878 | $7,142-3.7% | $9,331-26.3% | $4,212+63.3% |
| Admin fee / account holder | $4,004 | $13,977-71.4% | $16,305-75.4% | $7,344-45.5% |