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 | $76,577 | $89,355-14.3% | $141,162-45.8% | $72,985+4.9% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 18.65% | 111.85%-93.2pp | 71.39%-52.7pp | 81.00%-62.4pp |
| Employer contribution / active EE | $2,766 | $3,114-11.2% | $4,735-41.6% | $2,440+13.4% |
| Participant deferral / active EE | $5,768 | $5,418+6.5% | $6,709-14.0% | $3,607+59.9% |
| Admin fee / account holder | $2,049 | $5,958-65.6% | $10,261-80.0% | $5,124-60.0% |