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 | $33,771 | $89,753-62.4% | $107,525-68.6% | $84,808-60.2% |
| Participation rate | 88.0% | 68.1%+19.9pp | 75.1%+12.9pp | 68.3%+19.7pp |
| Annual return | 12.60% | 29.48%-16.9pp | 181.32%-168.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,690 | $3,113-13.6% | $3,754-28.3% | $2,631+2.2% |
| Participant deferral / active EE | $3,900 | $4,056-3.8% | $5,116-23.8% | $4,212-7.4% |
| Admin fee / account holder | $5,504 | $7,222-23.8% | $8,919-38.3% | $7,344-25.1% |