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 | $47,586 | $109,881-56.7% | $150,045-68.3% | $84,808-43.9% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 9.82% | 28.25%-18.4pp | 62.55%-52.7pp | 40.90%-31.1pp |
| Employer contribution / active EE | $3,156 | $3,561-11.4% | $4,693-32.8% | $2,631+19.9% |
| Participant deferral / active EE | $5,591 | $6,636-15.7% | $7,997-30.1% | $4,212+32.8% |
| Admin fee / account holder | $14,902 | $8,568+73.9% | $13,435+10.9% | $7,344+102.9% |