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 | $44,945 | $67,411-33.3% | $91,001-50.6% | $70,131-35.9% |
| Participation rate | 89.2% | 71.4%+17.8pp | 75.6%+13.6pp | 69.5%+19.6pp |
| Annual return | 7.90% | -40.16%+48.1pp | 4.60%+3.3pp | 73.14%-65.2pp |
| Employer contribution / active EE | $519 | $1,786-70.9% | $2,456-78.8% | $2,342-77.8% |
| Participant deferral / active EE | $3,280 | $2,823+16.2% | $3,547-7.5% | $3,332-1.6% |
| Admin fee / account holder | $2,835 | $4,236-33.1% | $5,417-47.7% | $4,645-39.0% |