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 | $31,422 | $81,248-61.3% | $155,509-79.8% | $80,856-61.1% |
| Participation rate | 88.7% | 66.2%+22.4pp | 78.2%+10.5pp | 67.6%+21.0pp |
| Annual return | 8.43% | 33.31%-24.9pp | 64.67%-56.2pp | 35.59%-27.2pp |
| Employer contribution / active EE | $1,229 | $3,100-60.4% | $4,672-73.7% | $2,755-55.4% |
| Participant deferral / active EE | $3,083 | $3,452-10.7% | $5,626-45.2% | $4,296-28.2% |
| Admin fee / account holder | $3,496 | $7,997-56.3% | $15,912-78.0% | $6,918-49.5% |