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 | $25,995 | $85,766-69.7% | $136,294-80.9% | $70,131-62.9% |
| Participation rate | 94.6% | 74.2%+20.4pp | 81.9%+12.7pp | 69.5%+25.1pp |
| Annual return | 11.47% | 31.45%-20.0pp | 5155.94%-5144.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $3,769 | $2,966+27.1% | $4,695-19.7% | $2,342+60.9% |
| Participant deferral / active EE | $4,827 | $5,051-4.4% | $6,247-22.7% | $3,332+44.9% |
| Admin fee / account holder | $6,229 | $5,420+14.9% | $9,243-32.6% | $4,645+34.1% |