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 | $48,480 | $83,477-41.9% | $125,175-61.3% | $72,985-33.6% |
| Participation rate | 81.4% | 73.3%+8.1pp | 79.8%+1.6pp | 69.5%+11.9pp |
| Annual return | 14.16% | 25.78%-11.6pp | 43.79%-29.6pp | 81.00%-66.8pp |
| Employer contribution / active EE | $1,319 | $2,345-43.8% | $3,865-65.9% | $2,440-45.9% |
| Participant deferral / active EE | $3,374 | $3,585-5.9% | $4,937-31.7% | $3,607-6.5% |
| Admin fee / account holder | $5,787 | $5,517+4.9% | $9,702-40.4% | $5,124+12.9% |