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 | $94,846 | $181,894-47.9% | $156,549-39.4% | $273,961-65.4% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 2.48% | 30.74%-28.3pp | 32.23%-29.7pp | 41.45%-39.0pp |
| Employer contribution / active EE | $1,841 | $6,248-70.5% | $5,501-66.5% | $4,869-62.2% |
| Participant deferral / active EE | $5,608 | $5,550+1.0% | $4,871+15.1% | $5,287+6.1% |
| Admin fee / account holder | $1,945 | $15,559-87.5% | $13,027-85.1% | $10,132-80.8% |