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 | $48,469 | $80,717-40.0% | $154,803-68.7% | $84,808-42.8% |
| Participation rate | 97.9% | 66.8%+31.1pp | 78.1%+19.8pp | 68.3%+29.6pp |
| Annual return | 11.31% | 37.96%-26.6pp | 58.88%-47.6pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,898 | $2,761-31.3% | $4,305-55.9% | $2,631-27.9% |
| Participant deferral / active EE | $2,683 | $3,303-18.8% | $5,540-51.6% | $4,212-36.3% |
| Admin fee / account holder | $16,682 | $6,746+147.3% | $14,329+16.4% | $7,344+127.2% |