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 | $46,715 | $60,022-22.2% | $88,946-47.5% | $84,808-44.9% |
| Participation rate | 96.6% | 57.8%+38.7pp | 68.8%+27.7pp | 68.3%+28.2pp |
| Annual return | 10.76% | 22.43%-11.7pp | 57.82%-47.1pp | 40.90%-30.1pp |
| Employer contribution / active EE | $2,972 | $1,703+74.5% | $2,555+16.3% | $2,631+13.0% |
| Participant deferral / active EE | $5,486 | $3,114+76.2% | $4,581+19.7% | $4,212+30.3% |
| Admin fee / account holder | $1,752 | $4,811-63.6% | $8,261-78.8% | $7,344-76.1% |