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 | $23,955 | $58,851-59.3% | $115,157-79.2% | $72,985-67.2% |
| Participation rate | 86.1% | 65.5%+20.6pp | 75.9%+10.2pp | 69.5%+16.6pp |
| Annual return | 15.14% | 23.16%-8.0pp | 35.60%-20.5pp | 81.00%-65.9pp |
| Employer contribution / active EE | $1,763 | $1,798-1.9% | $3,179-44.5% | $2,440-27.7% |
| Participant deferral / active EE | $1,616 | $2,643-38.9% | $4,168-61.2% | $3,607-55.2% |
| Admin fee / account holder | $3,845 | $6,370-39.6% | $7,088-45.7% | $5,124-25.0% |