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 | $28,239 | $227,553-87.6% | $189,557-85.1% | $167,490-83.1% |
| Participation rate | 86.4% | 82.5%+3.9pp | 78.4%+7.9pp | 82.1%+4.3pp |
| Annual return | 6.18% | 78.40%-72.2pp | 64.17%-58.0pp | 478.56%-472.4pp |
| Employer contribution / active EE | $979 | $5,316-81.6% | $4,412-77.8% | $4,837-79.8% |
| Participant deferral / active EE | $2,557 | $7,002-63.5% | $6,174-58.6% | $6,341-59.7% |
| Admin fee / account holder | $2,785 | $11,878-76.6% | $9,807-71.6% | $12,309-77.4% |