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 | $51,511 | $86,929-40.7% | $102,423-49.7% | $80,856-36.3% |
| Participation rate | 85.0% | 72.4%+12.6pp | 76.5%+8.5pp | 67.6%+17.4pp |
| Annual return | 10.35% | 18.88%-8.5pp | 29.32%-19.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,135 | $4,118+0.4% | $5,053-18.2% | $4,296-3.7% |
| Admin fee / account holder | $1,943 | $8,049-75.9% | $9,451-79.4% | $6,918-71.9% |