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 | $55,230 | $86,286-36.0% | $111,297-50.4% | $85,850-35.7% |
| Participation rate | 80.0% | 73.3%+6.7pp | 77.3%+2.7pp | 69.3%+10.7pp |
| Annual return | 10.01% | 19.99%-10.0pp | 54.65%-44.6pp | 318.53%-308.5pp |
| Employer contribution / active EE | $1,360 | $2,043-33.5% | $2,731-50.2% | $2,565-47.0% |
| Participant deferral / active EE | $2,725 | $3,641-25.1% | $4,487-39.3% | $3,952-31.0% |
| Admin fee / account holder | $1,743 | $8,188-78.7% | $7,964-78.1% | $6,260-72.2% |