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 | $60,892-38.9% | $82,389-54.8% | $84,808-56.1% |
| Participation rate | 92.0% | 63.3%+28.7pp | 69.5%+22.5pp | 68.3%+23.7pp |
| Annual return | 11.11% | 37.29%-26.2pp | 28.67%-17.6pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,157 | $1,779-35.0% | $2,517-54.0% | $2,631-56.0% |
| Participant deferral / active EE | $2,912 | $3,179-8.4% | $4,155-29.9% | $4,212-30.9% |
| Admin fee / account holder | $2,031 | $5,467-62.8% | $7,231-71.9% | $7,344-72.3% |