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 | $46,038 | $91,190-49.5% | $178,490-74.2% | $79,858-42.3% |
| Participation rate | 74.3% | 69.2%+5.1pp | 81.9%-7.6pp | 69.6%+4.7pp |
| Annual return | 4.22% | 24.19%-20.0pp | 151.07%-146.9pp | 31.71%-27.5pp |
| Employer contribution / active EE | $1,924 | $3,256-40.9% | $5,011-61.6% | $2,471-22.1% |
| Participant deferral / active EE | $3,364 | $3,236+3.9% | $5,202-35.3% | $3,740-10.1% |
| Admin fee / account holder | $1,602 | $6,751-76.3% | $13,984-88.5% | $5,306-69.8% |