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 | $33,216 | $60,349-45.0% | $74,183-55.2% | $62,891-47.2% |
| Participation rate | 92.0% | 72.7%+19.3pp | 76.6%+15.4pp | 69.3%+22.7pp |
| Annual return | 3.97% | 21.37%-17.4pp | 17.74%-13.8pp | 20.14%-16.2pp |
| Employer contribution / active EE | $1,337 | $1,680-20.4% | $2,370-43.6% | $2,281-41.4% |
| Participant deferral / active EE | $2,511 | $2,856-12.1% | $3,550-29.3% | $3,203-21.6% |
| Admin fee / account holder | $1,297 | $4,261-69.6% | $5,586-76.8% | $4,296-69.8% |