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 | $61,043 | $56,110+8.8% | $94,993-35.7% | $70,131-13.0% |
| Participation rate | 83.0% | 65.0%+18.0pp | 73.9%+9.1pp | 69.5%+13.5pp |
| Annual return | 8.49% | 51.02%-42.5pp | 27.12%-18.6pp | 73.14%-64.7pp |
| Employer contribution / active EE | $449 | $1,442-68.8% | $2,603-82.7% | $2,342-80.8% |
| Participant deferral / active EE | $3,801 | $2,391+59.0% | $3,317+14.6% | $3,332+14.1% |
| Admin fee / account holder | $2,712 | $3,456-21.5% | $4,960-45.3% | $4,645-41.6% |