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 | $36,732 | $80,968-54.6% | $96,544-62.0% | $75,163-51.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 10.96% | 27.06%-16.1pp | 25.84%-14.9pp | 160.62%-149.7pp |
| Employer contribution / active EE | $2,841 | $2,282+24.5% | $2,965-4.2% | $2,670+6.4% |
| Participant deferral / active EE | $4,983 | $3,928+26.8% | $4,851+2.7% | $4,125+20.8% |
| Admin fee / account holder | $2,026 | $6,724-69.9% | $8,252-75.4% | $5,651-64.1% |