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 | $43,420 | $55,706-22.1% | $75,886-42.8% | $72,985-40.5% |
| Participation rate | 98.0% | 61.1%+36.9pp | 69.3%+28.7pp | 69.5%+28.5pp |
| Annual return | 4.18% | 27.59%-23.4pp | 30.76%-26.6pp | 81.00%-76.8pp |
| Employer contribution / active EE | $2,143 | $1,687+27.1% | $2,500-14.3% | $2,440-12.2% |
| Participant deferral / active EE | $2,845 | $2,634+8.0% | $3,603-21.0% | $3,607-21.1% |
| Admin fee / account holder | $1,934 | $3,978-51.4% | $5,418-64.3% | $5,124-62.3% |