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 | $45,557 | $67,606-32.6% | $82,313-44.7% | $70,131-35.0% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 10.33% | 21.57%-11.2pp | 25.88%-15.5pp | 73.14%-62.8pp |
| Employer contribution / active EE | $1,374 | $1,755-21.7% | $2,428-43.4% | $2,342-41.4% |
| Participant deferral / active EE | $4,425 | $2,987+48.2% | $3,706+19.4% | $3,332+32.8% |
| Admin fee / account holder | $1,359 | $4,512-69.9% | $5,608-75.8% | $4,645-70.7% |