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 | $63,257 | $91,552-30.9% | $133,956-52.8% | $79,858-20.8% |
| Participation rate | 96.6% | 73.3%+23.2pp | 79.8%+16.7pp | 69.6%+26.9pp |
| Annual return | 8.74% | 61.85%-53.1pp | 45.09%-36.4pp | 31.71%-23.0pp |
| Employer contribution / active EE | $2,252 | $2,384-5.5% | $3,919-42.5% | $2,471-8.9% |
| Participant deferral / active EE | $2,475 | $3,733-33.7% | $5,048-51.0% | $3,740-33.8% |
| Admin fee / account holder | $2,527 | $6,321-60.0% | $8,927-71.7% | $5,306-52.4% |