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 | $52,032 | $58,627-11.2% | $76,735-32.2% | $82,448-36.9% |
| Participation rate | 84.2% | 63.2%+21.0pp | 69.5%+14.7pp | 68.1%+16.1pp |
| Annual return | 11.96% | 39.10%-27.1pp | 29.77%-17.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,282 | $1,729-25.8% | $2,454-47.8% | $2,551-49.7% |
| Participant deferral / active EE | $7,077 | $3,134+125.8% | $4,088+73.1% | $4,139+71.0% |
| Admin fee / account holder | $3,430 | $5,323-35.6% | $7,189-52.3% | $7,234-52.6% |