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 | $56,597 | $72,277-21.7% | $101,248-44.1% | $79,858-29.1% |
| Participation rate | 84.1% | 68.5%+15.6pp | 75.8%+8.3pp | 69.6%+14.5pp |
| Annual return | 7.59% | 22.30%-14.7pp | 46.47%-38.9pp | 31.71%-24.1pp |
| Employer contribution / active EE | $3,211 | $2,692+19.3% | $3,660-12.3% | $2,471+30.0% |
| Participant deferral / active EE | $5,767 | $3,282+75.7% | $4,370+32.0% | $3,740+54.2% |
| Admin fee / account holder | $2,180 | $4,400-50.5% | $5,945-63.3% | $5,306-58.9% |