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 | $45,177 | $95,416-52.7% | $185,823-75.7% | $85,850-47.4% |
| Participation rate | 97.2% | 68.8%+28.5pp | 81.7%+15.5pp | 69.3%+27.9pp |
| Annual return | 11.25% | 23.59%-12.3pp | 122.05%-110.8pp | 318.53%-307.3pp |
| Employer contribution / active EE | $2,462 | $3,314-25.7% | $5,167-52.4% | $2,565-4.0% |
| Participant deferral / active EE | $3,841 | $3,423+12.2% | $5,568-31.0% | $3,952-2.8% |
| Admin fee / account holder | $1,401 | $7,213-80.6% | $16,237-91.4% | $6,260-77.6% |