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 | $43,873 | $71,050-38.3% | $93,606-53.1% | $80,856-45.7% |
| Participation rate | 97.8% | 60.4%+37.4pp | 68.7%+29.1pp | 67.6%+30.1pp |
| Annual return | 8.51% | 11.26%-2.8pp | 133.20%-124.7pp | 35.59%-27.1pp |
| Employer contribution / active EE | $1,819 | $1,564+16.3% | $2,420-24.8% | $2,755-34.0% |
| Participant deferral / active EE | $4,216 | $4,034+4.5% | $4,411-4.4% | $4,296-1.9% |
| Admin fee / account holder | $885 | $6,945-87.3% | $8,285-89.3% | $6,918-87.2% |