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 | $55,988 | $46,869+19.5% | $122,332-54.2% | $70,131-20.2% |
| Participation rate | 93.0% | 58.2%+34.8pp | 71.6%+21.3pp | 69.5%+23.4pp |
| Annual return | 10.74% | 24.22%-13.5pp | 30.27%-19.5pp | 73.14%-62.4pp |
| Employer contribution / active EE | $1,853 | $1,288+43.9% | $4,050-54.2% | $2,342-20.9% |
| Participant deferral / active EE | $4,708 | $2,166+117.3% | $3,287+43.2% | $3,332+41.3% |
| Admin fee / account holder | $3,240 | $3,322-2.5% | $5,478-40.8% | $4,645-30.2% |