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 | $72,520 | $85,766-15.4% | $136,294-46.8% | $70,131+3.4% |
| Participation rate | 92.5% | 74.2%+18.3pp | 81.9%+10.6pp | 69.5%+23.0pp |
| Annual return | 13.41% | 31.45%-18.0pp | 5155.94%-5142.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $3,095 | $2,966+4.3% | $4,695-34.1% | $2,342+32.1% |
| Participant deferral / active EE | $7,736 | $5,051+53.2% | $6,247+23.8% | $3,332+132.2% |
| Admin fee / account holder | $4,404 | $5,420-18.8% | $9,243-52.4% | $4,645-5.2% |