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 | $60,022-11.4% | $88,946-40.2% | $84,808-37.3% |
| Participation rate | 76.8% | 57.8%+19.0pp | 68.8%+8.0pp | 68.3%+8.5pp |
| Annual return | 13.26% | 22.43%-9.2pp | 57.82%-44.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,633 | $3,114+16.7% | $4,581-20.7% | $4,212-13.7% |
| Admin fee / account holder | $3,232 | $4,811-32.8% | $8,261-60.9% | $7,344-56.0% |