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 | $23,564 | $81,460-71.1% | $103,333-77.2% | $80,856-70.9% |
| Participation rate | 89.5% | 66.8%+22.6pp | 74.5%+15.0pp | 67.6%+21.8pp |
| Annual return | 9.29% | 25.55%-16.3pp | 24.88%-15.6pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,273 | $3,105-59.0% | $3,868-67.1% | $2,755-53.8% |
| Participant deferral / active EE | $2,065 | $3,869-46.6% | $5,057-59.2% | $4,296-51.9% |
| Admin fee / account holder | $3,868 | $6,566-41.1% | $8,355-53.7% | $6,918-44.1% |