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 | $60,262 | $70,428-14.4% | $96,562-37.6% | $85,850-29.8% |
| Participation rate | 80.9% | 61.8%+19.0pp | 69.8%+11.0pp | 69.3%+11.5pp |
| Annual return | 9.96% | 18.59%-8.6pp | 37.78%-27.8pp | 318.53%-308.6pp |
| Employer contribution / active EE | $1,204 | $1,413-14.8% | $2,356-48.9% | $2,565-53.1% |
| Participant deferral / active EE | $3,261 | $2,894+12.7% | $3,849-15.3% | $3,952-17.5% |
| Admin fee / account holder | $994 | $4,997-80.1% | $6,181-83.9% | $6,260-84.1% |