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 | $53,408 | $72,277-26.1% | $101,248-47.3% | $79,858-33.1% |
| Participation rate | 88.9% | 68.5%+20.4pp | 75.8%+13.1pp | 69.6%+19.3pp |
| Annual return | 7.90% | 22.30%-14.4pp | 46.47%-38.6pp | 31.71%-23.8pp |
| Employer contribution / active EE | $4,756 | $2,692+76.7% | $3,660+30.0% | $2,471+92.5% |
| Participant deferral / active EE | $1,969 | $3,282-40.0% | $4,370-54.9% | $3,740-47.4% |
| Admin fee / account holder | $7,794 | $4,400+77.1% | $5,945+31.1% | $5,306+46.9% |