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 5-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 | $43,392 | $89,698-51.6% | $103,476-58.1% | $80,856-46.3% |
| Participation rate | 78.0% | 76.0%+2.0pp | 80.5%-2.5pp | 67.6%+10.3pp |
| Annual return | 7.38% | 22.78%-15.4pp | 23.90%-16.5pp | 35.59%-28.2pp |
| Employer contribution / active EE | $4,376 | $4,018+8.9% | $4,672-6.3% | $2,755+58.8% |
| Participant deferral / active EE | $2,266 | $5,456-58.5% | $6,623-65.8% | $4,296-47.2% |
| Admin fee / account holder | $2,114 | $6,768-68.8% | $9,413-77.5% | $6,918-69.4% |