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 | $58,343 | $80,717-27.7% | $154,803-62.3% | $84,808-31.2% |
| Participation rate | 97.5% | 66.8%+30.7pp | 78.1%+19.4pp | 68.3%+29.2pp |
| Annual return | 12.32% | 37.96%-25.6pp | 58.88%-46.6pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,852 | $2,761-32.9% | $4,305-57.0% | $2,631-29.6% |
| Participant deferral / active EE | $3,898 | $3,303+18.0% | $5,540-29.6% | $4,212-7.4% |
| Admin fee / account holder | $1,756 | $6,746-74.0% | $14,329-87.7% | $7,344-76.1% |