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 | $87,998 | $37,426+135.1% | $77,482+13.6% | $79,858+10.2% |
| Participation rate | 93.3% | 41.5%+51.8pp | 54.2%+39.1pp | 69.6%+23.7pp |
| Annual return | 5.31% | 39.70%-34.4pp | 54.79%-49.5pp | 31.71%-26.4pp |
| Employer contribution / active EE | $1,181 | $637+85.6% | $986+19.8% | $2,471-52.2% |
| Participant deferral / active EE | $3,516 | $1,260+179.1% | $1,861+88.9% | $3,740-6.0% |
| Admin fee / account holder | $11,445 | $2,504+357.1% | $2,858+300.5% | $5,306+115.7% |