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 | $53,845 | $89,753-40.0% | $107,525-49.9% | $84,808-36.5% |
| Participation rate | 77.4% | 68.1%+9.4pp | 75.1%+2.3pp | 68.3%+9.1pp |
| Annual return | 11.25% | 29.48%-18.2pp | 181.32%-170.1pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,532 | $3,113-50.8% | $3,754-59.2% | $2,631-41.8% |
| Participant deferral / active EE | $3,957 | $4,056-2.4% | $5,116-22.6% | $4,212-6.0% |
| Admin fee / account holder | $1,949 | $7,222-73.0% | $8,919-78.1% | $7,344-73.5% |