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 | $109,881-55.0% | $150,045-67.1% | $84,808-41.8% |
| Participation rate | 95.9% | 76.1%+19.9pp | 82.3%+13.6pp | 68.3%+27.6pp |
| Annual return | 13.50% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $5,682 | $3,561+59.6% | $4,693+21.1% | $2,631+116.0% |
| Participant deferral / active EE | $3,718 | $6,636-44.0% | $7,997-53.5% | $4,212-11.7% |
| Admin fee / account holder | $13,798 | $8,568+61.0% | $13,435+2.7% | $7,344+87.9% |