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 | $39,525 | $101,724-61.1% | $164,813-76.0% | $80,856-51.1% |
| Participation rate | 90.3% | 71.8%+18.5pp | 78.6%+11.7pp | 67.6%+22.7pp |
| Annual return | 9.56% | 16.72%-7.2pp | 69.93%-60.4pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,588 | $2,953-46.2% | $4,341-63.4% | $2,755-42.4% |
| Participant deferral / active EE | $3,140 | $4,477-29.9% | $6,031-47.9% | $4,296-26.9% |
| Admin fee / account holder | $5,617 | $8,227-31.7% | $12,690-55.7% | $6,918-18.8% |