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 4-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 | $52,686 | $109,413-51.8% | $156,263-66.3% | $84,808-37.9% |
| Participation rate | 83.3% | 72.7%+10.6pp | 78.9%+4.4pp | 68.3%+15.0pp |
| Annual return | 11.55% | 20.18%-8.6pp | 59.47%-47.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,852 | $2,907-36.3% | $4,333-57.3% | $2,631-29.6% |
| Participant deferral / active EE | $6,013 | $4,590+31.0% | $6,158-2.4% | $4,212+42.8% |
| Admin fee / account holder | $4,772 | $9,357-49.0% | $14,255-66.5% | $7,344-35.0% |