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 | $44,029 | $83,477-47.3% | $125,175-64.8% | $72,985-39.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 11.78% | 25.78%-14.0pp | 43.79%-32.0pp | 81.00%-69.2pp |
| Employer contribution / active EE | $3,323 | $2,345+41.7% | $3,865-14.0% | $2,440+36.2% |
| Participant deferral / active EE | $7,706 | $3,585+114.9% | $4,937+56.1% | $3,607+113.6% |
| Admin fee / account holder | $15,311 | $5,517+177.5% | $9,702+57.8% | $5,124+198.8% |