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 | $56,110 | $80,968-30.7% | $96,544-41.9% | $75,163-25.3% |
| Participation rate | 80.9% | 71.8%+9.1pp | 76.0%+4.9pp | 67.2%+13.7pp |
| Annual return | 12.64% | 27.06%-14.4pp | 25.84%-13.2pp | 160.62%-148.0pp |
| Employer contribution / active EE | $1,758 | $2,282-23.0% | $2,965-40.7% | $2,670-34.2% |
| Participant deferral / active EE | $3,716 | $3,928-5.4% | $4,851-23.4% | $4,125-9.9% |
| Admin fee / account holder | $8,407 | $6,724+25.0% | $8,252+1.9% | $5,651+48.8% |