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 | $49,392 | $106,749-53.7% | $145,433-66.0% | $82,448-40.1% |
| Participation rate | 95.9% | 75.6%+20.3pp | 82.1%+13.8pp | 68.1%+27.9pp |
| Annual return | 13.50% | 27.59%-14.1pp | 66.58%-53.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $5,682 | $3,444+65.0% | $4,554+24.8% | $2,551+122.7% |
| Participant deferral / active EE | $3,718 | $6,519-43.0% | $7,897-52.9% | $4,139-10.2% |
| Admin fee / account holder | $13,798 | $8,390+64.5% | $13,129+5.1% | $7,234+90.7% |