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 | $36,731 | $81,446-54.9% | $103,374-64.5% | $80,874-54.6% |
| Participation rate | 92.7% | 66.9%+25.8pp | 74.5%+18.2pp | 67.6%+25.0pp |
| Annual return | 10.33% | 25.57%-15.2pp | 24.89%-14.6pp | 35.62%-25.3pp |
| Employer contribution / active EE | $1,668 | $3,107-46.3% | $3,869-56.9% | $2,756-39.5% |
| Participant deferral / active EE | $5,246 | $3,870+35.6% | $5,058+3.7% | $4,297+22.1% |
| Admin fee / account holder | $5,779 | $6,715-13.9% | $8,394-31.2% | $6,935-16.7% |