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 | $32,882 | $86,929-62.2% | $102,423-67.9% | $80,856-59.3% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | 9.45% | 18.88%-9.4pp | 29.32%-19.9pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,691 | $2,369-28.6% | $3,023-44.1% | $2,755-38.6% |
| Participant deferral / active EE | $6,304 | $4,118+53.1% | $5,053+24.8% | $4,296+46.7% |
| Admin fee / account holder | $5,586 | $8,049-30.6% | $9,451-40.9% | $6,918-19.3% |