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 | $26,359 | $49,227-46.5% | $70,449-62.6% | $79,858-67.0% |
| Participation rate | 78.0% | 69.2%+8.9pp | 75.1%+3.0pp | 69.6%+8.4pp |
| Annual return | 3.65% | 30.06%-26.4pp | 109.03%-105.4pp | 31.71%-28.1pp |
| Employer contribution / active EE | $1,726 | $2,099-17.8% | $2,737-36.9% | $2,471-30.1% |
| Participant deferral / active EE | $3,199 | $2,768+15.6% | $3,709-13.7% | $3,740-14.5% |
| Admin fee / account holder | $2,607 | $2,878-9.4% | $3,845-32.2% | $5,306-50.9% |