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 | $57,876 | $123,793-53.2% | $177,821-67.5% | $79,858-27.5% |
| Participation rate | 77.6% | 84.7%-7.0pp | 87.7%-10.1pp | 69.6%+8.0pp |
| Annual return | 5.53% | 22.82%-17.3pp | 48.32%-42.8pp | 31.71%-26.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,620 | $5,956+11.1% | $7,714-14.2% | $3,740+77.0% |
| Admin fee / account holder | $3,902 | $7,243-46.1% | $12,427-68.6% | $5,306-26.5% |