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 | $41,127 | $58,828-30.1% | $77,999-47.3% | $62,891-34.6% |
| Participation rate | 79.3% | 71.1%+8.3pp | 75.5%+3.8pp | 69.3%+10.0pp |
| Annual return | 3.40% | 17.16%-13.8pp | 425.96%-422.6pp | 20.14%-16.7pp |
| Employer contribution / active EE | $1,026 | $1,672-38.7% | $2,470-58.5% | $2,281-55.0% |
| Participant deferral / active EE | $2,896 | $2,686+7.8% | $3,497-17.2% | $3,203-9.6% |
| Admin fee / account holder | $4,440 | $4,393+1.1% | $5,480-19.0% | $4,296+3.4% |