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 | $51,658 | $88,672-41.7% | $105,223-50.9% | $82,448-37.3% |
| Participation rate | 92.0% | 67.9%+24.1pp | 75.0%+17.0pp | 68.1%+23.9pp |
| Annual return | 11.90% | 30.86%-19.0pp | 180.65%-168.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,126 | $3,048-30.2% | $3,689-42.4% | $2,551-16.6% |
| Participant deferral / active EE | $4,021 | $4,036-0.4% | $5,072-20.7% | $4,139-2.9% |
| Admin fee / account holder | $794 | $7,146-88.9% | $8,859-91.0% | $7,234-89.0% |