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 | $47,587 | $72,277-34.2% | $101,248-53.0% | $79,858-40.4% |
| Participation rate | 96.4% | 68.5%+28.0pp | 75.8%+20.6pp | 69.6%+26.8pp |
| Annual return | 10.08% | 22.30%-12.2pp | 46.47%-36.4pp | 31.71%-21.6pp |
| Employer contribution / active EE | $8,348 | $2,692+210.2% | $3,660+128.1% | $2,471+237.9% |
| Participant deferral / active EE | $2,089 | $3,282-36.3% | $4,370-52.2% | $3,740-44.1% |
| Admin fee / account holder | $3,957 | $4,400-10.1% | $5,945-33.4% | $5,306-25.4% |