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 | $23,206 | $80,717-71.3% | $154,803-85.0% | $84,808-72.6% |
| Participation rate | 96.2% | 66.8%+29.4pp | 78.1%+18.2pp | 68.3%+27.9pp |
| Annual return | 12.41% | 37.96%-25.5pp | 58.88%-46.5pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,818 | $2,761-34.2% | $4,305-57.8% | $2,631-30.9% |
| Participant deferral / active EE | $3,793 | $3,303+14.8% | $5,540-31.5% | $4,212-9.9% |
| Admin fee / account holder | $3,244 | $6,746-51.9% | $14,329-77.4% | $7,344-55.8% |