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 | $32,669 | $68,573-52.4% | $120,368-72.9% | $80,874-59.6% |
| Participation rate | 96.7% | 61.6%+35.1pp | 71.9%+24.8pp | 67.6%+29.1pp |
| Annual return | 9.23% | 23.61%-14.4pp | 107.26%-98.0pp | 35.62%-26.4pp |
| Employer contribution / active EE | $3,006 | $2,052+46.5% | $3,465-13.2% | $2,756+9.1% |
| Participant deferral / active EE | $1,918 | $3,174-39.6% | $4,991-61.6% | $4,297-55.4% |
| Admin fee / account holder | $2,573 | $5,734-55.1% | $9,429-72.7% | $6,935-62.9% |