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 | $32,360 | $87,733-63.1% | $106,548-69.6% | $85,850-62.3% |
| Participation rate | 78.2% | 71.9%+6.3pp | 76.1%+2.1pp | 69.3%+8.9pp |
| Annual return | 10.82% | 21.86%-11.0pp | 26.80%-16.0pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,206 | $2,073-41.8% | $2,819-57.2% | $2,565-53.0% |
| Participant deferral / active EE | $2,081 | $3,469-40.0% | $4,398-52.7% | $3,952-47.3% |
| Admin fee / account holder | $4,913 | $6,767-27.4% | $7,407-33.7% | $6,260-21.5% |