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 | $39,418 | $78,926-50.1% | $136,749-71.2% | $84,808-53.5% |
| Participation rate | 87.8% | 62.2%+25.6pp | 72.1%+15.7pp | 68.3%+19.5pp |
| Annual return | 9.39% | 18.17%-8.8pp | 24.33%-14.9pp | 40.90%-31.5pp |
| Employer contribution / active EE | $2,631 | $2,134+23.3% | $3,400-22.6% | $2,6310% |
| Participant deferral / active EE | $3,106 | $3,168-2.0% | $4,692-33.8% | $4,212-26.3% |
| Admin fee / account holder | $1,058 | $6,369-83.4% | $11,386-90.7% | $7,344-85.6% |