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 | $52,976 | $64,480-17.8% | $81,382-34.9% | $80,856-34.5% |
| Participation rate | 82.2% | 63.9%+18.4pp | 69.5%+12.7pp | 67.6%+14.6pp |
| Annual return | 4.61% | 16.34%-11.7pp | 24.73%-20.1pp | 35.59%-31.0pp |
| Employer contribution / active EE | $1,199 | $1,978-39.4% | $2,463-51.3% | $2,755-56.5% |
| Participant deferral / active EE | $4,823 | $3,094+55.9% | $3,883+24.2% | $4,296+12.3% |
| Admin fee / account holder | $2,595 | $5,671-54.2% | $5,768-55.0% | $6,918-62.5% |