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 | $51,604 | $91,552-43.6% | $133,956-61.5% | $79,858-35.4% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 5.45% | 61.85%-56.4pp | 45.09%-39.6pp | 31.71%-26.3pp |
| Employer contribution / active EE | $1,403 | $2,384-41.1% | $3,919-64.2% | $2,471-43.2% |
| Participant deferral / active EE | $3,459 | $3,733-7.4% | $5,048-31.5% | $3,740-7.5% |
| Admin fee / account holder | $7,217 | $6,321+14.2% | $8,927-19.2% | $5,306+36.0% |