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 | $47,004 | $66,402-29.2% | $109,895-57.2% | $85,850-45.2% |
| Participation rate | 71.9% | 63.9%+8.0pp | 74.2%-2.3pp | 69.3%+2.6pp |
| Annual return | 10.55% | 19.59%-9.0pp | 29.45%-18.9pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,197 | $1,687-29.0% | $2,842-57.9% | $2,565-53.3% |
| Participant deferral / active EE | $2,558 | $2,842-10.0% | $4,048-36.8% | $3,952-35.3% |
| Admin fee / account holder | $7,091 | $4,557+55.6% | $6,066+16.9% | $6,260+13.3% |