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 | $45,268 | $89,355-49.3% | $141,162-67.9% | $72,985-38.0% |
| Participation rate | 96.5% | 75.1%+21.4pp | 82.5%+14.0pp | 69.5%+27.0pp |
| Annual return | 17.01% | 111.85%-94.8pp | 71.39%-54.4pp | 81.00%-64.0pp |
| Employer contribution / active EE | $2,698 | $3,114-13.4% | $4,735-43.0% | $2,440+10.6% |
| Participant deferral / active EE | $5,813 | $5,418+7.3% | $6,709-13.4% | $3,607+61.1% |
| Admin fee / account holder | $2,665 | $5,958-55.3% | $10,261-74.0% | $5,124-48.0% |