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 | $49,756 | $94,625-47.4% | $116,228-57.2% | $84,808-41.3% |
| Participation rate | 93.8% | 70.4%+23.3pp | 74.6%+19.2pp | 68.3%+25.4pp |
| Annual return | 10.64% | 20.40%-9.8pp | 90.06%-79.4pp | 40.90%-30.3pp |
| Employer contribution / active EE | $2,658 | $2,347+13.3% | $2,994-11.2% | $2,631+1.0% |
| Participant deferral / active EE | $4,419 | $3,972+11.3% | $4,953-10.8% | $4,212+4.9% |
| Admin fee / account holder | $2,810 | $10,091-72.2% | $11,989-76.6% | $7,344-61.7% |