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 | $53,204 | $57,590-7.6% | $86,233-38.3% | $82,448-35.5% |
| Participation rate | 76.8% | 57.9%+19.0pp | 69.0%+7.8pp | 68.1%+8.8pp |
| Annual return | 13.26% | 22.41%-9.2pp | 61.39%-48.1pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,633 | $3,080+18.0% | $4,559-20.3% | $4,139-12.2% |
| Admin fee / account holder | $3,232 | $4,730-31.7% | $8,342-61.3% | $7,234-55.3% |