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 | $30,082 | $81,460-63.1% | $103,333-70.9% | $80,856-62.8% |
| Participation rate | 95.2% | 66.8%+28.4pp | 74.5%+20.7pp | 67.6%+27.6pp |
| Annual return | 10.33% | 25.55%-15.2pp | 24.88%-14.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $8,255 | $3,105+165.8% | $3,868+113.4% | $2,755+199.6% |
| Participant deferral / active EE | $3,666 | $3,869-5.2% | $5,057-27.5% | $4,296-14.7% |
| Admin fee / account holder | $812 | $6,566-87.6% | $8,355-90.3% | $6,918-88.3% |