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 | $55,632 | $101,069-45.0% | $81,478-31.7% | $147,584-62.3% |
| Participation rate | 78.9% | 74.5%+4.5pp | 68.0%+11.0pp | 82.8%-3.9pp |
| Annual return | 6.37% | 32.40%-26.0pp | 38.78%-32.4pp | 578.55%-572.2pp |
| Employer contribution / active EE | $6,370 | $3,205+98.8% | $2,568+148.1% | $4,876+30.6% |
| Participant deferral / active EE | $532 | $4,242-87.5% | $3,537-85.0% | $5,439-90.2% |
| Admin fee / account holder | $3,169 | $5,812-45.5% | $4,561-30.5% | $10,885-70.9% |