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 | $42,344 | $62,672-32.4% | $185,117-77.1% | $70,131-39.6% |
| Participation rate | 89.3% | 63.8%+25.5pp | 77.3%+12.0pp | 69.5%+19.7pp |
| Annual return | 13.04% | 40.79%-27.8pp | 40.50%-27.5pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,995 | $1,753+13.8% | $4,182-52.3% | $2,342-14.8% |
| Participant deferral / active EE | $6,166 | $3,272+88.5% | $5,045+22.2% | $3,332+85.1% |
| Admin fee / account holder | $432 | $3,932-89.0% | $8,159-94.7% | $4,645-90.7% |