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 | $48,672 | $51,175-4.9% | $70,515-31.0% | $75,163-35.2% |
| Participation rate | 95.5% | 60.9%+34.5pp | 68.3%+27.1pp | 67.2%+28.3pp |
| Annual return | 10.17% | 30.02%-19.9pp | 32.77%-22.6pp | 160.62%-150.5pp |
| Employer contribution / active EE | $2,512 | $1,826+37.6% | $2,973-15.5% | $2,670-5.9% |
| Participant deferral / active EE | $3,688 | $2,849+29.5% | $4,567-19.2% | $4,125-10.6% |
| Admin fee / account holder | $2,358 | $4,091-42.4% | $6,412-63.2% | $5,651-58.3% |