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 5-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 | $44,959 | $57,016-21.1% | $84,966-47.1% | $80,856-44.4% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 7.76% | 21.66%-13.9pp | 66.38%-58.6pp | 35.59%-27.8pp |
| Employer contribution / active EE | $2,335 | $1,798+29.9% | $2,727-14.4% | $2,755-15.2% |
| Participant deferral / active EE | $6,114 | $3,110+96.6% | $4,519+35.3% | $4,296+42.3% |
| Admin fee / account holder | $2,097 | $4,980-57.9% | $6,149-65.9% | $6,918-69.7% |