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 | $52,895 | $45,035+17.5% | $62,995-16.0% | $70,131-24.6% |
| Participation rate | 91.9% | 69.5%+22.4pp | 74.8%+17.1pp | 69.5%+22.4pp |
| Annual return | 8.42% | 18.76%-10.3pp | 87.57%-79.1pp | 73.14%-64.7pp |
| Employer contribution / active EE | $1,012 | $2,051-50.7% | $2,759-63.3% | $2,342-56.8% |
| Participant deferral / active EE | $2,982 | $2,465+21.0% | $3,329-10.4% | $3,332-10.5% |
| Admin fee / account holder | $2,474 | $2,834-12.7% | $3,600-31.3% | $4,645-46.7% |