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 | $84,450 | $101,724-17.0% | $164,813-48.8% | $80,856+4.4% |
| Participation rate | 97.4% | 71.8%+25.6pp | 78.6%+18.8pp | 67.6%+29.8pp |
| Annual return | 3.39% | 16.72%-13.3pp | 69.93%-66.5pp | 35.59%-32.2pp |
| Employer contribution / active EE | $4,350 | $2,953+47.3% | $4,341+0.2% | $2,755+57.9% |
| Participant deferral / active EE | $2,091 | $4,477-53.3% | $6,031-65.3% | $4,296-51.3% |
| Admin fee / account holder | $4,374 | $8,227-46.8% | $12,690-65.5% | $6,918-36.8% |