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 | $45,867 | $69,977-34.5% | $108,579-57.8% | $62,891-27.1% |
| Participation rate | 91.8% | 72.9%+18.9pp | 79.6%+12.3pp | 69.3%+22.5pp |
| Annual return | 4.68% | 10.73%-6.1pp | -51.70%+56.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,294 | $2,135-39.4% | $3,758-65.6% | $2,281-43.3% |
| Participant deferral / active EE | $3,226 | $3,165+1.9% | $4,311-25.2% | $3,203+0.7% |
| Admin fee / account holder | $1,812 | $5,076-64.3% | $7,645-76.3% | $4,296-57.8% |