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 | $38,248 | $57,016-32.9% | $84,966-55.0% | $80,856-52.7% |
| Participation rate | 74.5% | 56.3%+18.2pp | 67.5%+7.0pp | 67.6%+6.9pp |
| Annual return | 7.98% | 21.66%-13.7pp | 66.38%-58.4pp | 35.59%-27.6pp |
| Employer contribution / active EE | $5,351 | $1,798+197.7% | $2,727+96.2% | $2,755+94.2% |
| Participant deferral / active EE | $7,162 | $3,110+130.3% | $4,519+58.5% | $4,296+66.7% |
| Admin fee / account holder | $2,174 | $4,980-56.3% | $6,149-64.6% | $6,918-68.6% |