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 | $35,814 | $87,013-58.8% | $106,213-66.3% | $80,856-55.7% |
| Participation rate | 94.9% | 70.4%+24.4pp | 75.3%+19.6pp | 67.6%+27.2pp |
| Annual return | 9.66% | 17.05%-7.4pp | 116.14%-106.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $3,591 | $2,395+49.9% | $3,171+13.2% | $2,755+30.3% |
| Participant deferral / active EE | $4,695 | $3,986+17.8% | $5,016-6.4% | $4,296+9.3% |
| Admin fee / account holder | $679 | $8,431-91.9% | $11,033-93.8% | $6,918-90.2% |