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 | $124,425-60.6% | $112,040-56.3% | $137,256-64.3% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 5.78% | 24.72%-18.9pp | 24.52%-18.7pp | 220.34%-214.6pp |
| Employer contribution / active EE | $1,406 | $3,411-58.8% | $2,954-52.4% | $4,156-66.2% |
| Participant deferral / active EE | $6,021 | $5,718+5.3% | $5,098+18.1% | $6,407-6.0% |
| Admin fee / account holder | $8,410 | $15,207-44.7% | $12,098-30.5% | $12,270-31.5% |