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 | $69,904 | $80,717-13.4% | $154,803-54.8% | $84,808-17.6% |
| Participation rate | 92.2% | 66.8%+25.4pp | 78.1%+14.1pp | 68.3%+23.9pp |
| Annual return | 12.90% | 37.96%-25.1pp | 58.88%-46.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,579 | $2,761-42.8% | $4,305-63.3% | $2,631-40.0% |
| Participant deferral / active EE | $3,802 | $3,303+15.1% | $5,540-31.4% | $4,212-9.7% |
| Admin fee / account holder | $4,220 | $6,746-37.4% | $14,329-70.6% | $7,344-42.5% |