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 | $41,350 | $81,460-49.2% | $103,333-60.0% | $80,856-48.9% |
| Participation rate | 93.3% | 66.8%+26.5pp | 74.5%+18.8pp | 67.6%+25.7pp |
| Annual return | 7.37% | 25.55%-18.2pp | 24.88%-17.5pp | 35.59%-28.2pp |
| Employer contribution / active EE | $3,012 | $3,105-3.0% | $3,868-22.1% | $2,755+9.3% |
| Participant deferral / active EE | $6,009 | $3,869+55.3% | $5,057+18.8% | $4,296+39.9% |
| Admin fee / account holder | $462 | $6,566-93.0% | $8,355-94.5% | $6,918-93.3% |