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 | $56,321 | $48,046+17.2% | $84,611-33.4% | $72,985-22.8% |
| Participation rate | 76.4% | 57.6%+18.8pp | 68.2%+8.2pp | 69.5%+6.9pp |
| Annual return | 5.68% | 37.38%-31.7pp | 258.74%-253.1pp | 81.00%-75.3pp |
| Employer contribution / active EE | $720 | $1,602-55.1% | $2,652-72.9% | $2,440-70.5% |
| Participant deferral / active EE | $2,659 | $2,680-0.8% | $3,899-31.8% | $3,607-26.3% |
| Admin fee / account holder | $5,107 | $3,395+50.5% | $4,912+4.0% | $5,124-0.3% |