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 | $70,546 | $106,749-33.9% | $145,433-51.5% | $82,448-14.4% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 11.14% | 27.59%-16.5pp | 66.58%-55.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $2,509 | $3,444-27.2% | $4,554-44.9% | $2,551-1.7% |
| Participant deferral / active EE | $8,532 | $6,519+30.9% | $7,897+8.0% | $4,139+106.1% |
| Admin fee / account holder | $41,942 | $8,390+399.9% | $13,129+219.5% | $7,234+479.8% |