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 | $65,258 | $72,277-9.7% | $101,248-35.5% | $79,858-18.3% |
| Participation rate | 85.7% | 68.5%+17.3pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | 5.88% | 22.30%-16.4pp | 46.47%-40.6pp | 31.71%-25.8pp |
| Employer contribution / active EE | $1,905 | $2,692-29.2% | $3,660-47.9% | $2,471-22.9% |
| Participant deferral / active EE | $2,803 | $3,282-14.6% | $4,370-35.9% | $3,740-25.1% |
| Admin fee / account holder | $13,807 | $4,400+213.8% | $5,945+132.2% | $5,306+160.2% |