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 | $53,456 | $52,279+2.3% | $89,391-40.2% | $79,858-33.1% |
| Participation rate | 77.5% | 57.5%+20.0pp | 68.0%+9.5pp | 69.6%+7.9pp |
| Annual return | 3.50% | 22.16%-18.7pp | 245.62%-242.1pp | 31.71%-28.2pp |
| Employer contribution / active EE | $1,579 | $1,572+0.5% | $2,586-38.9% | $2,471-36.1% |
| Participant deferral / active EE | $2,889 | $2,740+5.4% | $3,890-25.7% | $3,740-22.7% |
| Admin fee / account holder | $2,867 | $3,356-14.6% | $4,881-41.3% | $5,306-46.0% |