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 | $54,507 | $83,477-34.7% | $125,175-56.5% | $72,985-25.3% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.5%+26.5pp |
| Annual return | 14.06% | 25.78%-11.7pp | 43.79%-29.7pp | 81.00%-66.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,022 | $3,585-43.6% | $4,937-59.1% | $3,607-44.0% |
| Admin fee / account holder | $1,114 | $5,517-79.8% | $9,702-88.5% | $5,124-78.3% |