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 | $48,047 | $124,319-61.4% | $111,297-56.8% | $167,490-71.3% |
| Participation rate | 82.6% | 79.6%+3.0pp | 77.3%+5.3pp | 82.1%+0.5pp |
| Annual return | 7.38% | 37.44%-30.1pp | 54.65%-47.3pp | 478.56%-471.2pp |
| Employer contribution / active EE | $1,576 | $3,435-54.1% | $2,731-42.3% | $4,837-67.4% |
| Participant deferral / active EE | $3,494 | $5,180-32.6% | $4,487-22.1% | $6,341-44.9% |
| Admin fee / account holder | $324 | $10,618-96.9% | $7,964-95.9% | $12,309-97.4% |