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 | $38,895 | $84,233-53.8% | $170,442-77.2% | $70,131-44.5% |
| Participation rate | 97.7% | 70.8%+26.9pp | 83.6%+14.1pp | 69.5%+28.2pp |
| Annual return | 11.39% | 23.06%-11.7pp | 205.93%-194.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $2,112 | $3,387-37.6% | $5,433-61.1% | $2,342-9.8% |
| Participant deferral / active EE | $1,824 | $3,086-40.9% | $4,939-63.1% | $3,332-45.3% |
| Admin fee / account holder | $1,941 | $5,698-65.9% | $13,880-86.0% | $4,645-58.2% |