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 | $45,924 | $64,348-28.6% | $90,160-49.1% | $70,131-34.5% |
| Participation rate | 85.1% | 70.4%+14.7pp | 76.9%+8.2pp | 69.5%+15.6pp |
| Annual return | 4.09% | 28.13%-24.0pp | 34.88%-30.8pp | 73.14%-69.1pp |
| Employer contribution / active EE | $1,653 | $2,046-19.2% | $3,318-50.2% | $2,342-29.4% |
| Participant deferral / active EE | $5,549 | $4,389+26.4% | $5,288+4.9% | $3,332+66.5% |
| Admin fee / account holder | $3,656 | $3,944-7.3% | $5,943-38.5% | $4,645-21.3% |