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 | $48,186 | $86,929-44.6% | $102,423-53.0% | $80,856-40.4% |
| Participation rate | 93.1% | 72.4%+20.7pp | 76.5%+16.6pp | 67.6%+25.5pp |
| Annual return | 6.54% | 18.88%-12.3pp | 29.32%-22.8pp | 35.59%-29.1pp |
| Employer contribution / active EE | $1,581 | $2,369-33.3% | $3,023-47.7% | $2,755-42.6% |
| Participant deferral / active EE | $2,418 | $4,118-41.3% | $5,053-52.1% | $4,296-43.7% |
| Admin fee / account holder | $5,550 | $8,049-31.0% | $9,451-41.3% | $6,918-19.8% |