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 | $44,711 | $87,013-48.6% | $106,213-57.9% | $80,856-44.7% |
| Participation rate | 97.9% | 70.4%+27.4pp | 75.3%+22.6pp | 67.6%+30.2pp |
| Annual return | 9.38% | 17.05%-7.7pp | 116.14%-106.8pp | 35.59%-26.2pp |
| Employer contribution / active EE | $2,741 | $2,395+14.4% | $3,171-13.6% | $2,755-0.5% |
| Participant deferral / active EE | $4,450 | $3,986+11.6% | $5,016-11.3% | $4,296+3.6% |
| Admin fee / account holder | $322 | $8,431-96.2% | $11,033-97.1% | $6,918-95.3% |