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 | $45,880 | $54,705-16.1% | $71,209-35.6% | $84,808-45.9% |
| Participation rate | 87.3% | 64.1%+23.3pp | 73.8%+13.6pp | 68.3%+19.0pp |
| Annual return | 10.41% | 35.90%-25.5pp | 282.51%-272.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,319 | $2,158-38.9% | $2,721-51.5% | $2,631-49.9% |
| Participant deferral / active EE | $3,042 | $3,030+0.4% | $4,175-27.1% | $4,212-27.8% |
| Admin fee / account holder | $5,732 | $4,863+17.9% | $5,349+7.2% | $7,344-21.9% |