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 | $50,086 | $72,277-30.7% | $101,248-50.5% | $79,858-37.3% |
| Participation rate | 97.5% | 68.5%+29.0pp | 75.8%+21.7pp | 69.6%+27.9pp |
| Annual return | 5.31% | 22.30%-17.0pp | 46.47%-41.2pp | 31.71%-26.4pp |
| Employer contribution / active EE | $2,989 | $2,692+11.1% | $3,660-18.3% | $2,471+21.0% |
| Participant deferral / active EE | $6,064 | $3,282+84.8% | $4,370+38.8% | $3,740+62.1% |
| Admin fee / account holder | $2,923 | $4,400-33.6% | $5,945-50.8% | $5,306-44.9% |