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 | $51,402 | $95,803-46.3% | $113,168-54.6% | $84,808-39.4% |
| Participation rate | 81.7% | 72.9%+8.8pp | 76.6%+5.1pp | 68.3%+13.4pp |
| Annual return | 11.46% | 25.00%-13.5pp | 24.27%-12.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,839 | $2,360-22.1% | $2,975-38.2% | $2,631-30.1% |
| Participant deferral / active EE | $2,598 | $4,242-38.8% | $5,107-49.1% | $4,212-38.3% |
| Admin fee / account holder | $4,877 | $8,989-45.7% | $12,068-59.6% | $7,344-33.6% |