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 | $54,871 | $77,503-29.2% | $100,391-45.3% | $80,856-32.1% |
| Participation rate | 92.3% | 76.9%+15.4pp | 81.5%+10.8pp | 67.6%+24.7pp |
| Annual return | 8.01% | 37.20%-29.2pp | 49.20%-41.2pp | 35.59%-27.6pp |
| Employer contribution / active EE | $2,236 | $2,801-20.1% | $3,942-43.3% | $2,755-18.8% |
| Participant deferral / active EE | $3,508 | $6,820-48.6% | $8,082-56.6% | $4,296-18.3% |
| Admin fee / account holder | $22,487 | $5,897+281.3% | $7,899+184.7% | $6,918+225.1% |