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 | $65,986 | $77,899-15.3% | $149,673-55.9% | $75,163-12.2% |
| Participation rate | 96.2% | 65.6%+30.6pp | 78.8%+17.4pp | 67.2%+29.0pp |
| Annual return | 12.95% | 31.72%-18.8pp | 134.42%-121.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,837 | $3,137-41.5% | $4,818-61.9% | $2,670-31.2% |
| Participant deferral / active EE | $3,354 | $3,411-1.7% | $5,680-41.0% | $4,125-18.7% |
| Admin fee / account holder | $2,360 | $5,956-60.4% | $13,210-82.1% | $5,651-58.2% |