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 | $41,997 | $80,673-47.9% | $101,326-58.6% | $84,808-50.5% |
| Participation rate | 82.1% | 77.8%+4.4pp | 81.5%+0.6pp | 68.3%+13.8pp |
| Annual return | 10.84% | 38.95%-28.1pp | 36.82%-26.0pp | 40.90%-30.1pp |
| Employer contribution / active EE | $3,571 | $2,698+32.4% | $3,665-2.6% | $2,631+35.7% |
| Participant deferral / active EE | $0 | $6,840-100.0% | $7,994-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,414 | $12,784-49.8% | $11,185-42.7% | $7,344-12.7% |