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 | $35,302 | $72,277-51.2% | $101,248-65.1% | $79,858-55.8% |
| Participation rate | 77.6% | 68.5%+9.2pp | 75.8%+1.8pp | 69.6%+8.0pp |
| Annual return | 9.17% | 22.30%-13.1pp | 46.47%-37.3pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,115 | $2,692-58.6% | $3,660-69.5% | $2,471-54.9% |
| Participant deferral / active EE | $2,722 | $3,282-17.0% | $4,370-37.7% | $3,740-27.2% |
| Admin fee / account holder | $6,822 | $4,400+55.0% | $5,945+14.7% | $5,306+28.6% |