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 | $48,113 | $135,952-64.6% | $123,892-61.2% | $273,961-82.4% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 3.52% | 56.63%-53.1pp | 47.52%-44.0pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,911 | $5,170-63.0% | $4,617-58.6% | $4,869-60.7% |
| Participant deferral / active EE | $6,603 | $6,343+4.1% | $5,984+10.3% | $5,287+24.9% |
| Admin fee / account holder | $698 | $9,817-92.9% | $8,357-91.7% | $10,132-93.1% |