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 | $37,344 | $112,729-66.9% | $98,716-62.2% | $137,256-72.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 9.63% | 38.48%-28.9pp | 31.81%-22.2pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,738 | $2,725-36.2% | $2,279-23.7% | $4,156-58.2% |
| Participant deferral / active EE | $1,951 | $4,640-58.0% | $4,048-51.8% | $6,407-69.5% |
| Admin fee / account holder | $9,530 | $10,129-5.9% | $8,703+9.5% | $12,270-22.3% |