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 | $44,301 | $109,881-59.7% | $150,045-70.5% | $84,808-47.8% |
| Participation rate | 86.0% | 76.1%+10.0pp | 82.3%+3.7pp | 68.3%+17.7pp |
| Annual return | 7.97% | 28.25%-20.3pp | 62.55%-54.6pp | 40.90%-32.9pp |
| Employer contribution / active EE | $1,425 | $3,561-60.0% | $4,693-69.6% | $2,631-45.8% |
| Participant deferral / active EE | $3,595 | $6,636-45.8% | $7,997-55.0% | $4,212-14.6% |
| Admin fee / account holder | $900 | $8,568-89.5% | $13,435-93.3% | $7,344-87.7% |