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 | $117,983-68.3% | $101,794-63.3% | $142,382-73.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 9.63% | 36.92%-27.3pp | 30.53%-20.9pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,738 | $2,773-37.3% | $2,289-24.0% | $4,299-59.6% |
| Participant deferral / active EE | $1,951 | $4,714-58.6% | $4,084-52.2% | $6,507-70.0% |
| Admin fee / account holder | $9,530 | $10,433-8.7% | $8,777+8.6% | $12,624-24.5% |