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 | $49,099 | $88,042-44.2% | $138,135-64.5% | $79,858-38.5% |
| Participation rate | 89.3% | 71.4%+17.9pp | 78.7%+10.6pp | 69.6%+19.7pp |
| Annual return | 9.96% | 20.58%-10.6pp | 20.51%-10.6pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,743 | $3,103-43.8% | $5,587-68.8% | $2,471-29.5% |
| Participant deferral / active EE | $3,789 | $4,704-19.5% | $6,431-41.1% | $3,740+1.3% |
| Admin fee / account holder | $10,129 | $7,791+30.0% | $11,856-14.6% | $5,306+90.9% |