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 | $43,524 | $106,749-59.2% | $145,433-70.1% | $82,448-47.2% |
| Participation rate | 92.0% | 75.6%+16.4pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 12.43% | 27.59%-15.2pp | 66.58%-54.2pp | 41.64%-29.2pp |
| Employer contribution / active EE | $4,053 | $3,444+17.7% | $4,554-11.0% | $2,551+58.9% |
| Participant deferral / active EE | $3,468 | $6,519-46.8% | $7,897-56.1% | $4,139-16.2% |
| Admin fee / account holder | $755 | $8,390-91.0% | $13,129-94.3% | $7,234-89.6% |