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 | $59,039 | $78,705-25.0% | $117,854-49.9% | $70,131-15.8% |
| Participation rate | 74.5% | 73.2%+1.3pp | 79.7%-5.2pp | 69.5%+4.9pp |
| Annual return | 10.61% | 23.30%-12.7pp | 335.08%-324.5pp | 73.14%-62.5pp |
| Employer contribution / active EE | $1,265 | $2,223-43.1% | $3,786-66.6% | $2,342-46.0% |
| Participant deferral / active EE | $1,953 | $3,297-40.8% | $4,482-56.4% | $3,332-41.4% |
| Admin fee / account holder | $2,862 | $5,065-43.5% | $8,020-64.3% | $4,645-38.4% |