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 | $45,658 | $49,227-7.3% | $70,449-35.2% | $79,858-42.8% |
| Participation rate | 76.4% | 69.2%+7.2pp | 75.1%+1.3pp | 69.6%+6.8pp |
| Annual return | 5.61% | 30.06%-24.5pp | 109.03%-103.4pp | 31.71%-26.1pp |
| Employer contribution / active EE | $1,166 | $2,099-44.4% | $2,737-57.4% | $2,471-52.8% |
| Participant deferral / active EE | $2,459 | $2,768-11.2% | $3,709-33.7% | $3,740-34.3% |
| Admin fee / account holder | $4,387 | $2,878+52.4% | $3,845+14.1% | $5,306-17.3% |