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 | $53,273 | $72,277-26.3% | $101,248-47.4% | $79,858-33.3% |
| Participation rate | 78.7% | 68.5%+10.3pp | 75.8%+2.9pp | 69.6%+9.1pp |
| Annual return | 5.12% | 22.30%-17.2pp | 46.47%-41.4pp | 31.71%-26.6pp |
| Employer contribution / active EE | $9,945 | $2,692+269.5% | $3,660+171.8% | $2,471+302.5% |
| Participant deferral / active EE | $2,711 | $3,282-17.4% | $4,370-38.0% | $3,740-27.5% |
| Admin fee / account holder | $3,659 | $4,400-16.8% | $5,945-38.5% | $5,306-31.0% |