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 | $39,140 | $80,717-51.5% | $154,803-74.7% | $84,808-53.8% |
| Participation rate | 93.9% | 66.8%+27.1pp | 78.1%+15.9pp | 68.3%+25.6pp |
| Annual return | 12.94% | 37.96%-25.0pp | 58.88%-45.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,149 | $2,761-22.2% | $4,305-50.1% | $2,631-18.3% |
| Participant deferral / active EE | $1,900 | $3,303-42.5% | $5,540-65.7% | $4,212-54.9% |
| Admin fee / account holder | $1,144 | $6,746-83.0% | $14,329-92.0% | $7,344-84.4% |