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 | $49,016 | $127,065-61.4% | $113,168-56.7% | $142,382-65.6% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 5.78% | 24.03%-18.3pp | 24.27%-18.5pp | 217.08%-211.3pp |
| Employer contribution / active EE | $1,406 | $3,442-59.2% | $2,975-52.8% | $4,299-67.3% |
| Participant deferral / active EE | $6,021 | $5,716+5.3% | $5,107+17.9% | $6,507-7.5% |
| Admin fee / account holder | $8,410 | $15,736-46.6% | $12,068-30.3% | $12,624-33.4% |