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 | $48,160 | $72,277-33.4% | $101,248-52.4% | $79,858-39.7% |
| Participation rate | 80.6% | 68.5%+12.1pp | 75.8%+4.7pp | 69.6%+10.9pp |
| Annual return | 9.24% | 22.30%-13.1pp | 46.47%-37.2pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,987 | $2,692-26.2% | $3,660-45.7% | $2,471-19.6% |
| Participant deferral / active EE | $4,796 | $3,282+46.1% | $4,370+9.7% | $3,740+28.2% |
| Admin fee / account holder | $6,423 | $4,400+46.0% | $5,945+8.0% | $5,306+21.0% |