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 | $39,707 | $71,050-44.1% | $93,606-57.6% | $80,856-50.9% |
| Participation rate | 83.3% | 60.4%+22.9pp | 68.7%+14.6pp | 67.6%+15.7pp |
| Annual return | 8.83% | 11.26%-2.4pp | 133.20%-124.4pp | 35.59%-26.8pp |
| Employer contribution / active EE | $1,469 | $1,564-6.1% | $2,420-39.3% | $2,755-46.7% |
| Participant deferral / active EE | $5,561 | $4,034+37.9% | $4,411+26.1% | $4,296+29.4% |
| Admin fee / account holder | $3,385 | $6,945-51.3% | $8,285-59.1% | $6,918-51.1% |