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 | $48,405 | $70,428-31.3% | $96,562-49.9% | $85,850-43.6% |
| Participation rate | 97.7% | 61.8%+35.9pp | 69.8%+27.9pp | 69.3%+28.4pp |
| Annual return | 8.05% | 18.59%-10.5pp | 37.78%-29.7pp | 318.53%-310.5pp |
| Employer contribution / active EE | $1,414 | $1,413+0.1% | $2,356-40.0% | $2,565-44.9% |
| Participant deferral / active EE | $2,779 | $2,894-4.0% | $3,849-27.8% | $3,952-29.7% |
| Admin fee / account holder | $9,544 | $4,997+91.0% | $6,181+54.4% | $6,260+52.5% |