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 | $37,201 | $58,627-36.5% | $76,735-51.5% | $82,448-54.9% |
| Participation rate | 92.0% | 63.2%+28.8pp | 69.5%+22.5pp | 68.1%+23.9pp |
| Annual return | 11.11% | 39.10%-28.0pp | 29.77%-18.7pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,157 | $1,729-33.1% | $2,454-52.9% | $2,551-54.7% |
| Participant deferral / active EE | $2,912 | $3,134-7.1% | $4,088-28.8% | $4,139-29.6% |
| Admin fee / account holder | $2,031 | $5,323-61.8% | $7,189-71.7% | $7,234-71.9% |