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 | $40,112 | $80,717-50.3% | $154,803-74.1% | $84,808-52.7% |
| Participation rate | 73.5% | 66.8%+6.7pp | 78.1%-4.5pp | 68.3%+5.2pp |
| Annual return | 7.88% | 37.96%-30.1pp | 58.88%-51.0pp | 40.90%-33.0pp |
| Employer contribution / active EE | $1,556 | $2,761-43.6% | $4,305-63.9% | $2,631-40.9% |
| Participant deferral / active EE | $4,877 | $3,303+47.6% | $5,540-12.0% | $4,212+15.8% |
| Admin fee / account holder | $7,772 | $6,746+15.2% | $14,329-45.8% | $7,344+5.8% |