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 | $45,095 | $81,248-44.5% | $155,509-71.0% | $80,856-44.2% |
| Participation rate | 94.5% | 66.2%+28.3pp | 78.2%+16.4pp | 67.6%+26.9pp |
| Annual return | 9.59% | 33.31%-23.7pp | 64.67%-55.1pp | 35.59%-26.0pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,121 | $3,452-9.6% | $5,626-44.5% | $4,296-27.4% |
| Admin fee / account holder | $1,786 | $7,997-77.7% | $15,912-88.8% | $6,918-74.2% |