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 | $52,176 | $77,899-33.0% | $149,673-65.1% | $75,163-30.6% |
| Participation rate | 92.6% | 65.6%+27.0pp | 78.8%+13.8pp | 67.2%+25.4pp |
| Annual return | 7.89% | 31.72%-23.8pp | 134.42%-126.5pp | 160.62%-152.7pp |
| Employer contribution / active EE | $2,770 | $3,137-11.7% | $4,818-42.5% | $2,670+3.7% |
| Participant deferral / active EE | $3,154 | $3,411-7.5% | $5,680-44.5% | $4,125-23.5% |
| Admin fee / account holder | $2,521 | $5,956-57.7% | $13,210-80.9% | $5,651-55.4% |