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 5-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 | $33,801 | $57,541-41.3% | $95,745-64.7% | $75,163-55.0% |
| Participation rate | 88.9% | 62.5%+26.4pp | 72.3%+16.6pp | 67.2%+21.7pp |
| Annual return | 11.93% | 34.93%-23.0pp | 28.35%-16.4pp | 160.62%-148.7pp |
| Employer contribution / active EE | $2,197 | $1,808+21.5% | $2,835-22.5% | $2,670-17.7% |
| Participant deferral / active EE | $3,524 | $3,074+14.7% | $4,245-17.0% | $4,125-14.6% |
| Admin fee / account holder | $2,799 | $4,099-31.7% | $5,678-50.7% | $5,651-50.5% |