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 | $80,717-40.1% | $154,803-68.8% | $84,808-43.0% |
| Participation rate | 82.4% | 66.8%+15.6pp | 78.1%+4.3pp | 68.3%+14.1pp |
| Annual return | 12.68% | 37.96%-25.3pp | 58.88%-46.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,542 | $2,761-44.2% | $4,305-64.2% | $2,631-41.4% |
| Participant deferral / active EE | $3,070 | $3,303-7.1% | $5,540-44.6% | $4,212-27.1% |
| Admin fee / account holder | $4,697 | $6,746-30.4% | $14,329-67.2% | $7,344-36.0% |