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 | $80,322 | $95,803-16.2% | $113,168-29.0% | $84,808-5.3% |
| Participation rate | 97.2% | 72.9%+24.4pp | 76.6%+20.7pp | 68.3%+28.9pp |
| Annual return | 10.15% | 25.00%-14.8pp | 24.27%-14.1pp | 40.90%-30.7pp |
| Employer contribution / active EE | $1,129 | $2,360-52.2% | $2,975-62.1% | $2,631-57.1% |
| Participant deferral / active EE | $5,506 | $4,242+29.8% | $5,107+7.8% | $4,212+30.7% |
| Admin fee / account holder | $2,258 | $8,989-74.9% | $12,068-81.3% | $7,344-69.3% |