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 | $59,197 | $77,899-24.0% | $149,673-60.4% | $75,163-21.2% |
| Participation rate | 94.2% | 65.6%+28.7pp | 78.8%+15.5pp | 67.2%+27.0pp |
| Annual return | 9.67% | 31.72%-22.1pp | 134.42%-124.7pp | 160.62%-151.0pp |
| Employer contribution / active EE | $2,709 | $3,137-13.7% | $4,818-43.8% | $2,670+1.4% |
| Participant deferral / active EE | $3,553 | $3,411+4.2% | $5,680-37.4% | $4,125-13.9% |
| Admin fee / account holder | $7,005 | $5,956+17.6% | $13,210-47.0% | $5,651+24.0% |