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 | $49,652 | $76,407-35.0% | $150,298-67.0% | $82,448-39.8% |
| Participation rate | 85.5% | 66.4%+19.1pp | 77.8%+7.7pp | 68.1%+17.4pp |
| Annual return | 13.06% | 39.99%-26.9pp | 62.79%-49.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $740 | $2,614-71.7% | $4,154-82.2% | $2,551-71.0% |
| Participant deferral / active EE | $2,350 | $3,214-26.9% | $5,453-56.9% | $4,139-43.2% |
| Admin fee / account holder | $4,134 | $6,352-34.9% | $14,116-70.7% | $7,234-42.9% |