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 | $41,242 | $81,460-49.4% | $103,333-60.1% | $80,856-49.0% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 8.90% | 25.55%-16.6pp | 24.88%-16.0pp | 35.59%-26.7pp |
| Employer contribution / active EE | $2,236 | $3,105-28.0% | $3,868-42.2% | $2,755-18.8% |
| Participant deferral / active EE | $4,713 | $3,869+21.8% | $5,057-6.8% | $4,296+9.7% |
| Admin fee / account holder | $3,436 | $6,566-47.7% | $8,355-58.9% | $6,918-50.3% |