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 | $54,972 | $51,576+6.6% | $129,207-57.5% | $80,856-32.0% |
| Participation rate | 90.6% | 57.0%+33.6pp | 69.6%+21.0pp | 67.6%+22.9pp |
| Annual return | 9.62% | 20.81%-11.2pp | 9417.33%-9407.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,084 | $1,584-31.6% | $4,153-73.9% | $2,755-60.7% |
| Participant deferral / active EE | $4,260 | $2,669+59.6% | $4,168+2.2% | $4,296-0.8% |
| Admin fee / account holder | $3,715 | $4,305-13.7% | $7,715-51.8% | $6,918-46.3% |