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 | $39,614 | $80,717-50.9% | $154,803-74.4% | $84,808-53.3% |
| Participation rate | 84.8% | 66.8%+18.0pp | 78.1%+6.8pp | 68.3%+16.5pp |
| Annual return | 11.54% | 37.96%-26.4pp | 58.88%-47.3pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,113 | $2,761-59.7% | $4,305-74.1% | $2,631-57.7% |
| Participant deferral / active EE | $2,093 | $3,303-36.6% | $5,540-62.2% | $4,212-50.3% |
| Admin fee / account holder | $851 | $6,746-87.4% | $14,329-94.1% | $7,344-88.4% |