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 | $48,364 | $76,407-36.7% | $150,298-67.8% | $82,448-41.3% |
| Participation rate | 82.4% | 66.4%+16.0pp | 77.8%+4.7pp | 68.1%+14.3pp |
| Annual return | 12.68% | 39.99%-27.3pp | 62.79%-50.1pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,542 | $2,614-41.0% | $4,154-62.9% | $2,551-39.6% |
| Participant deferral / active EE | $3,070 | $3,214-4.5% | $5,453-43.7% | $4,139-25.8% |
| Admin fee / account holder | $4,697 | $6,352-26.0% | $14,116-66.7% | $7,234-35.1% |