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 | $26,088 | $57,016-54.2% | $84,966-69.3% | $80,856-67.7% |
| Participation rate | 95.0% | 56.3%+38.7pp | 67.5%+27.5pp | 67.6%+27.4pp |
| Annual return | 9.87% | 21.66%-11.8pp | 66.38%-56.5pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,552 | $1,798+42.0% | $2,727-6.4% | $2,755-7.4% |
| Participant deferral / active EE | $4,953 | $3,110+59.3% | $4,519+9.6% | $4,296+15.3% |
| Admin fee / account holder | $972 | $4,980-80.5% | $6,149-84.2% | $6,918-85.9% |