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 | $44,659 | $62,573-28.6% | $85,682-47.9% | $85,850-48.0% |
| Participation rate | 70.5% | 61.1%+9.4pp | 69.9%+0.6pp | 69.3%+1.2pp |
| Annual return | 10.63% | 23.77%-13.1pp | 21.49%-10.9pp | 318.53%-307.9pp |
| Employer contribution / active EE | $1,407 | $1,757-19.9% | $2,618-46.3% | $2,565-45.2% |
| Participant deferral / active EE | $2,375 | $2,802-15.3% | $3,923-39.5% | $3,952-39.9% |
| Admin fee / account holder | $7,252 | $4,640+56.3% | $6,873+5.5% | $6,260+15.8% |