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 | $63,951 | $117,983-45.8% | $101,794-37.2% | $142,382-55.1% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 6.98% | 36.92%-29.9pp | 30.53%-23.5pp | 217.08%-210.1pp |
| Employer contribution / active EE | $2,037 | $2,773-26.5% | $2,289-11.0% | $4,299-52.6% |
| Participant deferral / active EE | $4,467 | $4,714-5.2% | $4,084+9.4% | $6,507-31.3% |
| Admin fee / account holder | $3,575 | $10,433-65.7% | $8,777-59.3% | $12,624-71.7% |