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 | $33,912 | $80,717-58.0% | $154,803-78.1% | $84,808-60.0% |
| Participation rate | 90.0% | 66.8%+23.2pp | 78.1%+11.9pp | 68.3%+21.7pp |
| Annual return | 11.44% | 37.96%-26.5pp | 58.88%-47.4pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,195 | $2,761-56.7% | $4,305-72.2% | $2,631-54.6% |
| Participant deferral / active EE | $2,762 | $3,303-16.4% | $5,540-50.2% | $4,212-34.4% |
| Admin fee / account holder | $5,299 | $6,746-21.4% | $14,329-63.0% | $7,344-27.8% |