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 | $37,644 | $63,861-41.1% | $104,607-64.0% | $79,858-52.9% |
| Participation rate | 77.9% | 64.9%+13.0pp | 74.1%+3.9pp | 69.6%+8.3pp |
| Annual return | 5.18% | 21.30%-16.1pp | 340.46%-335.3pp | 31.71%-26.5pp |
| Employer contribution / active EE | $1,865 | $1,588+17.4% | $2,681-30.4% | $2,471-24.5% |
| Participant deferral / active EE | $2,576 | $2,693-4.4% | $3,740-31.1% | $3,740-31.1% |
| Admin fee / account holder | $1,641 | $4,185-60.8% | $6,473-74.6% | $5,306-69.1% |