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 | $38,207 | $63,861-40.2% | $104,607-63.5% | $79,858-52.2% |
| Participation rate | 72.3% | 64.9%+7.4pp | 74.1%-1.7pp | 69.6%+2.7pp |
| Annual return | 2.86% | 21.30%-18.4pp | 340.46%-337.6pp | 31.71%-28.9pp |
| Employer contribution / active EE | $1,676 | $1,588+5.5% | $2,681-37.5% | $2,471-32.2% |
| Participant deferral / active EE | $1,676 | $2,693-37.8% | $3,740-55.2% | $3,740-55.2% |
| Admin fee / account holder | $4,829 | $4,185+15.4% | $6,473-25.4% | $5,306-9.0% |