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 | $50,905 | $72,277-29.6% | $101,248-49.7% | $79,858-36.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 6.01% | 22.30%-16.3pp | 46.47%-40.5pp | 31.71%-25.7pp |
| Employer contribution / active EE | $3,178 | $2,692+18.1% | $3,660-13.1% | $2,471+28.6% |
| Participant deferral / active EE | $6,129 | $3,282+86.8% | $4,370+40.2% | $3,740+63.9% |
| Admin fee / account holder | $5,361 | $4,400+21.8% | $5,945-9.8% | $5,306+1.0% |