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 | $48,056 | $71,050-32.4% | $93,606-48.7% | $80,856-40.6% |
| Participation rate | 97.5% | 60.4%+37.1pp | 68.7%+28.8pp | 67.6%+29.9pp |
| Annual return | 9.09% | 11.26%-2.2pp | 133.20%-124.1pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,464 | $1,564-6.4% | $2,420-39.5% | $2,755-46.8% |
| Participant deferral / active EE | $5,192 | $4,034+28.7% | $4,411+17.7% | $4,296+20.9% |
| Admin fee / account holder | $2,394 | $6,945-65.5% | $8,285-71.1% | $6,918-65.4% |