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 | $42,754 | $109,413-60.9% | $156,263-72.6% | $84,808-49.6% |
| Participation rate | 96.8% | 72.7%+24.1pp | 78.9%+17.9pp | 68.3%+28.5pp |
| Annual return | 8.08% | 20.18%-12.1pp | 59.47%-51.4pp | 40.90%-32.8pp |
| Employer contribution / active EE | $2,633 | $2,907-9.4% | $4,333-39.2% | $2,631+0.1% |
| Participant deferral / active EE | $2,959 | $4,590-35.5% | $6,158-51.9% | $4,212-29.7% |
| Admin fee / account holder | $5,592 | $9,357-40.2% | $14,255-60.8% | $7,344-23.9% |