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 | $52,685 | $58,523-10.0% | $99,443-47.0% | $72,985-27.8% |
| Participation rate | 96.4% | 64.6%+31.8pp | 73.8%+22.6pp | 69.5%+26.9pp |
| Annual return | 15.66% | 28.51%-12.9pp | 30.72%-15.1pp | 81.00%-65.3pp |
| Employer contribution / active EE | $2,216 | $1,512+46.6% | $2,540-12.7% | $2,440-9.2% |
| Participant deferral / active EE | $5,562 | $2,606+113.4% | $3,619+53.7% | $3,607+54.2% |
| Admin fee / account holder | $317 | $4,102-92.3% | $6,250-94.9% | $5,124-93.8% |