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 | $49,129 | $99,020-50.4% | $86,590-43.3% | $147,584-66.7% |
| Participation rate | 78.6% | 76.3%+2.2pp | 73.5%+5.0pp | 82.8%-4.3pp |
| Annual return | 8.32% | 1312.34%-1304.0pp | 964.84%-956.5pp | 578.55%-570.2pp |
| Employer contribution / active EE | $4,798 | $3,132+53.2% | $2,839+69.0% | $4,876-1.6% |
| Participant deferral / active EE | $4,943 | $3,972+24.5% | $3,609+37.0% | $5,439-9.1% |
| Admin fee / account holder | $1,578 | $5,710-72.4% | $4,906-67.8% | $10,885-85.5% |