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 | $59,358 | $72,277-17.9% | $101,248-41.4% | $79,858-25.7% |
| Participation rate | 95.7% | 68.5%+27.2pp | 75.8%+19.8pp | 69.6%+26.0pp |
| Annual return | 5.58% | 22.30%-16.7pp | 46.47%-40.9pp | 31.71%-26.1pp |
| Employer contribution / active EE | $8,358 | $2,692+210.5% | $3,660+128.4% | $2,471+238.3% |
| Participant deferral / active EE | $3,727 | $3,282+13.6% | $4,370-14.7% | $3,740-0.3% |
| Admin fee / account holder | $3,119 | $4,400-29.1% | $5,945-47.5% | $5,306-41.2% |