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 | $68,269 | $81,460-16.2% | $103,333-33.9% | $80,856-15.6% |
| Participation rate | 84.9% | 66.8%+18.1pp | 74.5%+10.4pp | 67.6%+17.3pp |
| Annual return | 4.77% | 25.55%-20.8pp | 24.88%-20.1pp | 35.59%-30.8pp |
| Employer contribution / active EE | $6,565 | $3,105+111.4% | $3,868+69.7% | $2,755+138.3% |
| Participant deferral / active EE | $3,065 | $3,869-20.8% | $5,057-39.4% | $4,296-28.7% |
| Admin fee / account holder | $1,250 | $6,566-81.0% | $8,355-85.0% | $6,918-81.9% |