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 | $45,894 | $51,638-11.1% | $68,368-32.9% | $82,448-44.3% |
| Participation rate | 80.7% | 63.6%+17.1pp | 73.8%+6.9pp | 68.1%+12.6pp |
| Annual return | 8.38% | 37.53%-29.2pp | 292.57%-284.2pp | 41.64%-33.3pp |
| Employer contribution / active EE | $1,477 | $2,047-27.8% | $2,649-44.2% | $2,551-42.1% |
| Participant deferral / active EE | $3,653 | $2,914+25.4% | $4,123-11.4% | $4,139-11.7% |
| Admin fee / account holder | $4,990 | $4,643+7.5% | $5,150-3.1% | $7,234-31.0% |