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 | $46,818 | $81,208-42.3% | $98,907-52.7% | $79,858-41.4% |
| Participation rate | 82.5% | 72.5%+9.9pp | 76.0%+6.4pp | 69.6%+12.8pp |
| Annual return | 9.46% | 60.99%-51.5pp | 196.43%-187.0pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,265 | $1,960-35.4% | $2,689-52.9% | $2,471-48.8% |
| Participant deferral / active EE | $2,174 | $3,265-33.4% | $4,244-48.8% | $3,740-41.9% |
| Admin fee / account holder | $3,319 | $6,013-44.8% | $6,642-50.0% | $5,306-37.5% |