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 | $34,438 | $60,892-43.4% | $82,389-58.2% | $84,808-59.4% |
| Participation rate | 96.2% | 63.3%+32.9pp | 69.5%+26.6pp | 68.3%+27.8pp |
| Annual return | 10.88% | 37.29%-26.4pp | 28.67%-17.8pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,081 | $1,779-39.2% | $2,517-57.1% | $2,631-58.9% |
| Participant deferral / active EE | $1,570 | $3,179-50.6% | $4,155-62.2% | $4,212-62.7% |
| Admin fee / account holder | $1,625 | $5,467-70.3% | $7,231-77.5% | $7,344-77.9% |