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 | $41,590 | $54,705-24.0% | $71,209-41.6% | $84,808-51.0% |
| Participation rate | 92.7% | 64.1%+28.6pp | 73.8%+18.9pp | 68.3%+24.4pp |
| Annual return | 12.95% | 35.90%-22.9pp | 282.51%-269.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,446 | $2,158+59.7% | $2,721+26.6% | $2,631+31.0% |
| Participant deferral / active EE | $5,962 | $3,030+96.7% | $4,175+42.8% | $4,212+41.6% |
| Admin fee / account holder | $3,375 | $4,863-30.6% | $5,349-36.9% | $7,344-54.0% |