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 | $44,797 | $73,933-39.4% | $96,683-53.7% | $75,163-40.4% |
| Participation rate | 70.6% | 66.4%+4.2pp | 74.3%-3.8pp | 67.2%+3.4pp |
| Annual return | 12.28% | 26.70%-14.4pp | 35.69%-23.4pp | 160.62%-148.3pp |
| Employer contribution / active EE | $2,195 | $2,928-25.0% | $3,737-41.3% | $2,670-17.8% |
| Participant deferral / active EE | $3,489 | $3,659-4.6% | $4,878-28.5% | $4,125-15.4% |
| Admin fee / account holder | $2,734 | $5,216-47.6% | $6,730-59.4% | $5,651-51.6% |