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 | $49,652 | $80,717-38.5% | $154,803-67.9% | $84,808-41.5% |
| Participation rate | 85.5% | 66.8%+18.6pp | 78.1%+7.4pp | 68.3%+17.1pp |
| Annual return | 13.06% | 37.96%-24.9pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $740 | $2,761-73.2% | $4,305-82.8% | $2,631-71.9% |
| Participant deferral / active EE | $2,350 | $3,303-28.8% | $5,540-57.6% | $4,212-44.2% |
| Admin fee / account holder | $4,134 | $6,746-38.7% | $14,329-71.1% | $7,344-43.7% |