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 | $73,608 | $111,535-34.0% | $105,223-30.0% | $137,256-46.4% |
| Participation rate | 95.8% | 78.1%+17.7pp | 75.0%+20.8pp | 80.0%+15.9pp |
| Annual return | 8.27% | 237.85%-229.6pp | 180.65%-172.4pp | 220.34%-212.1pp |
| Employer contribution / active EE | $2,369 | $3,939-39.9% | $3,689-35.8% | $4,156-43.0% |
| Participant deferral / active EE | $5,380 | $5,500-2.2% | $5,072+6.1% | $6,407-16.0% |
| Admin fee / account holder | $1,197 | $9,721-87.7% | $8,859-86.5% | $12,270-90.2% |