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 | $42,705 | $65,041-34.3% | $90,951-53.0% | $79,858-46.5% |
| Participation rate | 90.9% | 61.6%+29.3pp | 69.0%+21.9pp | 69.6%+21.3pp |
| Annual return | 9.49% | 30.45%-21.0pp | 134.60%-125.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $2,549 | $1,247+104.4% | $2,122+20.1% | $2,471+3.2% |
| Participant deferral / active EE | $3,528 | $2,512+40.4% | $3,373+4.6% | $3,740-5.7% |
| Admin fee / account holder | $626 | $4,536-86.2% | $5,959-89.5% | $5,306-88.2% |