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 | $38,370 | $80,717-52.5% | $154,803-75.2% | $84,808-54.8% |
| Participation rate | 97.4% | 66.8%+30.6pp | 78.1%+19.4pp | 68.3%+29.1pp |
| Annual return | 9.88% | 37.96%-28.1pp | 58.88%-49.0pp | 40.90%-31.0pp |
| Employer contribution / active EE | $3,578 | $2,761+29.6% | $4,305-16.9% | $2,631+36.0% |
| Participant deferral / active EE | $1,614 | $3,303-51.1% | $5,540-70.9% | $4,212-61.7% |
| Admin fee / account holder | $4,694 | $6,746-30.4% | $14,329-67.2% | $7,344-36.1% |