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 5-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 | $47,215 | $95,803-50.7% | $113,168-58.3% | $84,808-44.3% |
| Participation rate | 86.7% | 72.9%+13.8pp | 76.6%+10.1pp | 68.3%+18.4pp |
| Annual return | 7.26% | 25.00%-17.7pp | 24.27%-17.0pp | 40.90%-33.6pp |
| Employer contribution / active EE | $2,579 | $2,360+9.3% | $2,975-13.3% | $2,631-2.0% |
| Participant deferral / active EE | $5,104 | $4,242+20.3% | $5,107-0.1% | $4,212+21.2% |
| Admin fee / account holder | $4,462 | $8,989-50.4% | $12,068-63.0% | $7,344-39.2% |