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 | $48,181 | $149,734-67.8% | $118,925-59.5% | $158,922-69.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 5.09% | 19.95%-14.9pp | 35.88%-30.8pp | 302.83%-297.7pp |
| Employer contribution / active EE | $3,632 | $4,115-11.7% | $3,263+11.3% | $4,761-23.7% |
| Participant deferral / active EE | $1,657 | $5,223-68.3% | $4,265-61.1% | $5,982-72.3% |
| Admin fee / account holder | $393 | $8,603-95.4% | $6,581-94.0% | $11,246-96.5% |