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 | $43,709 | $60,892-28.2% | $82,389-46.9% | $84,808-48.5% |
| Participation rate | 86.2% | 63.3%+22.9pp | 69.5%+16.7pp | 68.3%+17.9pp |
| Annual return | 10.02% | 37.29%-27.3pp | 28.67%-18.6pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,612 | $1,779-9.4% | $2,517-36.0% | $2,631-38.7% |
| Participant deferral / active EE | $2,893 | $3,179-9.0% | $4,155-30.4% | $4,212-31.3% |
| Admin fee / account holder | $6,194 | $5,467+13.3% | $7,231-14.3% | $7,344-15.7% |