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 | $42,225 | $60,349-30.0% | $74,183-43.1% | $62,891-32.9% |
| Participation rate | 79.5% | 72.7%+6.8pp | 76.6%+2.9pp | 69.3%+10.2pp |
| Annual return | 4.22% | 21.37%-17.2pp | 17.74%-13.5pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,489 | $1,680-11.4% | $2,370-37.2% | $2,281-34.7% |
| Participant deferral / active EE | $3,064 | $2,856+7.3% | $3,550-13.7% | $3,203-4.3% |
| Admin fee / account holder | $3,252 | $4,261-23.7% | $5,586-41.8% | $4,296-24.3% |