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 8-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 | $26,862 | $106,749-74.8% | $145,433-81.5% | $82,448-67.4% |
| Participation rate | 87.8% | 75.6%+12.2pp | 82.1%+5.7pp | 68.1%+19.7pp |
| Annual return | 12.54% | 27.59%-15.1pp | 66.58%-54.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $3,032 | $3,444-12.0% | $4,554-33.4% | $2,551+18.9% |
| Participant deferral / active EE | $4,672 | $6,519-28.3% | $7,897-40.8% | $4,139+12.9% |
| Admin fee / account holder | $2,895 | $8,390-65.5% | $13,129-78.0% | $7,234-60.0% |