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 | $38,319 | $83,477-54.1% | $125,175-69.4% | $72,985-47.5% |
| Participation rate | 95.6% | 73.3%+22.2pp | 79.8%+15.8pp | 69.5%+26.1pp |
| Annual return | 15.95% | 25.78%-9.8pp | 43.79%-27.8pp | 81.00%-65.0pp |
| Employer contribution / active EE | $3,528 | $2,345+50.4% | $3,865-8.7% | $2,440+44.6% |
| Participant deferral / active EE | $1,865 | $3,585-48.0% | $4,937-62.2% | $3,607-48.3% |
| Admin fee / account holder | $1,950 | $5,517-64.7% | $9,702-79.9% | $5,124-62.0% |