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 | $45,824 | $76,367-40.0% | $93,606-51.0% | $72,985-37.2% |
| Participation rate | 87.0% | 71.7%+15.3pp | 75.8%+11.2pp | 69.5%+17.6pp |
| Annual return | 16.36% | 25.82%-9.5pp | 32.76%-16.4pp | 81.00%-64.6pp |
| Employer contribution / active EE | $1,500 | $2,275-34.1% | $2,718-44.8% | $2,440-38.5% |
| Participant deferral / active EE | $2,396 | $3,538-32.3% | $4,069-41.1% | $3,607-33.6% |
| Admin fee / account holder | $3,536 | $6,838-48.3% | $7,888-55.2% | $5,124-31.0% |