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 | $37,543 | $78,422-52.1% | $95,952-60.9% | $79,858-53.0% |
| Participation rate | 97.7% | 73.5%+24.2pp | 77.1%+20.6pp | 69.6%+28.0pp |
| Annual return | 9.74% | 19.37%-9.6pp | 91.61%-81.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $4,288 | $1,945+120.5% | $2,541+68.8% | $2,471+73.5% |
| Participant deferral / active EE | $1,729 | $3,440-49.7% | $4,167-58.5% | $3,740-53.8% |
| Admin fee / account holder | $761 | $5,622-86.5% | $6,795-88.8% | $5,306-85.7% |