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 | $47,827 | $109,881-56.5% | $150,045-68.1% | $84,808-43.6% |
| Participation rate | 85.2% | 76.1%+9.1pp | 82.3%+2.9pp | 68.3%+16.9pp |
| Annual return | 12.34% | 28.25%-15.9pp | 62.55%-50.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,876 | $3,561-47.3% | $4,693-60.0% | $2,631-28.7% |
| Participant deferral / active EE | $2,616 | $6,636-60.6% | $7,997-67.3% | $4,212-37.9% |
| Admin fee / account holder | $2,728 | $8,568-68.2% | $13,435-79.7% | $7,344-62.9% |