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 5-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 | $45,466 | $125,758-63.8% | $169,993-73.3% | $75,163-39.5% |
| Participation rate | 90.5% | 83.6%+6.9pp | 87.0%+3.5pp | 67.2%+23.3pp |
| Annual return | 13.32% | 27.20%-13.9pp | 53.37%-40.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $2,685 | $4,615-41.8% | $6,785-60.4% | $2,670+0.6% |
| Participant deferral / active EE | $8,321 | $6,837+21.7% | $10,408-20.0% | $4,125+101.7% |
| Admin fee / account holder | $435 | $8,173-94.7% | $12,815-96.6% | $5,651-92.3% |