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 | $54,979 | $58,851-6.6% | $115,157-52.3% | $72,985-24.7% |
| Participation rate | 98.6% | 65.5%+33.0pp | 75.9%+22.6pp | 69.5%+29.1pp |
| Annual return | 3.19% | 23.16%-20.0pp | 35.60%-32.4pp | 81.00%-77.8pp |
| Employer contribution / active EE | $1,186 | $1,798-34.1% | $3,179-62.7% | $2,440-51.4% |
| Participant deferral / active EE | $1,937 | $2,643-26.7% | $4,168-53.5% | $3,607-46.3% |
| Admin fee / account holder | $27,445 | $6,370+330.9% | $7,088+287.2% | $5,124+435.6% |