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 | $56,649 | $65,395-13.4% | $182,532-69.0% | $72,985-22.4% |
| Participation rate | 97.7% | 65.4%+32.3pp | 78.0%+19.8pp | 69.5%+28.2pp |
| Annual return | 12.57% | 27.68%-15.1pp | 148.54%-136.0pp | 81.00%-68.4pp |
| Employer contribution / active EE | $1,172 | $1,911-38.7% | $4,076-71.2% | $2,440-52.0% |
| Participant deferral / active EE | $3,150 | $3,563-11.6% | $5,524-43.0% | $3,607-12.7% |
| Admin fee / account holder | $774 | $4,245-81.8% | $8,592-91.0% | $5,124-84.9% |