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 | $40,616 | $93,571-56.6% | $135,903-70.1% | $75,163-46.0% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.1pp | 67.2%+16.8pp |
| Annual return | 13.23% | 30.90%-17.7pp | 68.23%-55.0pp | 160.62%-147.4pp |
| Employer contribution / active EE | $4,919 | $3,537+39.1% | $4,856+1.3% | $2,670+84.2% |
| Participant deferral / active EE | $3,483 | $6,404-45.6% | $7,758-55.1% | $4,125-15.6% |
| Admin fee / account holder | $1,937 | $6,975-72.2% | $10,762-82.0% | $5,651-65.7% |