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 | $49,334 | $76,552-35.6% | $123,892-60.2% | $62,891-21.6% |
| Participation rate | 82.9% | 73.0%+9.9pp | 81.4%+1.4pp | 69.3%+13.6pp |
| Annual return | 5.30% | 18.68%-13.4pp | 47.52%-42.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $5,406 | $2,883+87.6% | $4,617+17.1% | $2,281+137.0% |
| Participant deferral / active EE | $6,719 | $4,840+38.8% | $5,984+12.3% | $3,203+109.8% |
| Admin fee / account holder | $794 | $4,826-83.6% | $8,357-90.5% | $4,296-81.5% |