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 | $38,522 | $65,376-41.1% | $87,100-55.8% | $65,185-40.9% |
| Participation rate | 96.2% | 75.3%+20.9pp | 76.9%+19.3pp | 70.2%+26.0pp |
| Annual return | 17.31% | 31.27%-14.0pp | 28.19%-10.9pp | 29.38%-12.1pp |
| Employer contribution / active EE | $5,196 | $1,822+185.1% | $2,521+106.1% | $2,177+138.7% |
| Participant deferral / active EE | $2,793 | $3,388-17.6% | $4,049-31.0% | $3,514-20.5% |
| Admin fee / account holder | $2,223 | $520+327.7% | $7,497-70.3% | $847+162.4% |