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 | $52,022 | $73,933-29.6% | $96,683-46.2% | $75,163-30.8% |
| Participation rate | 79.4% | 66.4%+12.9pp | 74.3%+5.0pp | 67.2%+12.2pp |
| Annual return | 12.55% | 26.70%-14.2pp | 35.69%-23.1pp | 160.62%-148.1pp |
| Employer contribution / active EE | $3,779 | $2,928+29.1% | $3,737+1.1% | $2,670+41.6% |
| Participant deferral / active EE | $2,892 | $3,659-20.9% | $4,878-40.7% | $4,125-29.9% |
| Admin fee / account holder | $1,206 | $5,216-76.9% | $6,730-82.1% | $5,651-78.7% |