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 | $43,592 | $91,190-52.2% | $178,490-75.6% | $79,858-45.4% |
| Participation rate | 98.3% | 69.2%+29.1pp | 81.9%+16.4pp | 69.6%+28.7pp |
| Annual return | 9.16% | 24.19%-15.0pp | 151.07%-141.9pp | 31.71%-22.6pp |
| Employer contribution / active EE | $3,729 | $3,256+14.5% | $5,011-25.6% | $2,471+50.9% |
| Participant deferral / active EE | $1,874 | $3,236-42.1% | $5,202-64.0% | $3,740-49.9% |
| Admin fee / account holder | $9,718 | $6,751+43.9% | $13,984-30.5% | $5,306+83.1% |