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 | $62,987 | $84,233-25.2% | $170,442-63.0% | $70,131-10.2% |
| Participation rate | 93.3% | 70.8%+22.5pp | 83.6%+9.7pp | 69.5%+23.8pp |
| Annual return | 11.84% | 23.06%-11.2pp | 205.93%-194.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $5,046 | $3,387+49.0% | $5,433-7.1% | $2,342+115.4% |
| Participant deferral / active EE | $2,769 | $3,086-10.3% | $4,939-43.9% | $3,332-16.9% |
| Admin fee / account holder | $712 | $5,698-87.5% | $13,880-94.9% | $4,645-84.7% |