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 | $45,070 | $124,319-63.7% | $111,297-59.5% | $167,490-73.1% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 7.85% | 37.44%-29.6pp | 54.65%-46.8pp | 478.56%-470.7pp |
| Employer contribution / active EE | $2,701 | $3,435-21.4% | $2,731-1.1% | $4,837-44.2% |
| Participant deferral / active EE | $5,374 | $5,180+3.7% | $4,487+19.8% | $6,341-15.3% |
| Admin fee / account holder | $2,706 | $10,618-74.5% | $7,964-66.0% | $12,309-78.0% |