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 | $45,506 | $65,395-30.4% | $182,532-75.1% | $72,985-37.6% |
| Participation rate | 79.8% | 65.4%+14.3pp | 78.0%+1.8pp | 69.5%+10.3pp |
| Annual return | 13.13% | 27.68%-14.6pp | 148.54%-135.4pp | 81.00%-67.9pp |
| Employer contribution / active EE | $3,490 | $1,911+82.6% | $4,076-14.4% | $2,440+43.1% |
| Participant deferral / active EE | $3,509 | $3,563-1.5% | $5,524-36.5% | $3,607-2.7% |
| Admin fee / account holder | $1,537 | $4,245-63.8% | $8,592-82.1% | $5,124-70.0% |