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 | $53,140 | $72,277-26.5% | $101,248-47.5% | $79,858-33.5% |
| Participation rate | 89.3% | 68.5%+20.8pp | 75.8%+13.5pp | 69.6%+19.7pp |
| Annual return | 10.33% | 22.30%-12.0pp | 46.47%-36.1pp | 31.71%-21.4pp |
| Employer contribution / active EE | $8,597 | $2,692+219.4% | $3,660+134.9% | $2,471+247.9% |
| Participant deferral / active EE | $4,643 | $3,282+41.5% | $4,370+6.2% | $3,740+24.1% |
| Admin fee / account holder | $5,238 | $4,400+19.0% | $5,945-11.9% | $5,306-1.3% |