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 | $60,892-14.5% | $82,389-36.8% | $84,808-38.6% |
| Participation rate | 84.2% | 63.3%+20.9pp | 69.5%+14.7pp | 68.3%+15.9pp |
| Annual return | 11.96% | 37.29%-25.3pp | 28.67%-16.7pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,282 | $1,779-27.9% | $2,517-49.1% | $2,631-51.3% |
| Participant deferral / active EE | $7,077 | $3,179+122.6% | $4,155+70.3% | $4,212+68.0% |
| Admin fee / account holder | $3,430 | $5,467-37.3% | $7,231-52.6% | $7,344-53.3% |