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 | $46,895 | $99,985-53.1% | $146,665-68.0% | $85,850-45.4% |
| Participation rate | 88.2% | 73.1%+15.2pp | 80.1%+8.2pp | 69.3%+18.9pp |
| Annual return | 10.27% | 18.93%-8.7pp | 22.74%-12.5pp | 318.53%-308.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,742 | $4,006+43.3% | $5,506+4.3% | $3,952+45.3% |
| Admin fee / account holder | $1,809 | $7,702-76.5% | $10,280-82.4% | $6,260-71.1% |