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 | $47,874 | $49,227-2.7% | $70,449-32.0% | $79,858-40.1% |
| Participation rate | 88.0% | 69.2%+18.8pp | 75.1%+12.9pp | 69.6%+18.4pp |
| Annual return | 3.32% | 30.06%-26.7pp | 109.03%-105.7pp | 31.71%-28.4pp |
| Employer contribution / active EE | $1,310 | $2,099-37.6% | $2,737-52.1% | $2,471-47.0% |
| Participant deferral / active EE | $2,071 | $2,768-25.2% | $3,709-44.1% | $3,740-44.6% |
| Admin fee / account holder | $1,341 | $2,878-53.4% | $3,845-65.1% | $5,306-74.7% |