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 | $45,199 | $70,428-35.8% | $96,562-53.2% | $85,850-47.4% |
| Participation rate | 97.5% | 61.8%+35.7pp | 69.8%+27.7pp | 69.3%+28.2pp |
| Annual return | 7.68% | 18.59%-10.9pp | 37.78%-30.1pp | 318.53%-310.9pp |
| Employer contribution / active EE | $2,294 | $1,413+62.4% | $2,356-2.7% | $2,565-10.6% |
| Participant deferral / active EE | $5,069 | $2,894+75.2% | $3,849+31.7% | $3,952+28.3% |
| Admin fee / account holder | $2,320 | $4,997-53.6% | $6,181-62.5% | $6,260-62.9% |