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 | $42,854 | $63,764-32.8% | $81,930-47.7% | $79,858-46.3% |
| Participation rate | 76.0% | 67.5%+8.5pp | 72.0%+4.0pp | 69.6%+6.4pp |
| Annual return | 3.52% | 22.66%-19.1pp | 29.49%-26.0pp | 31.71%-28.2pp |
| Employer contribution / active EE | $1,432 | $1,795-20.3% | $4,310-66.8% | $2,471-42.1% |
| Participant deferral / active EE | $2,895 | $2,780+4.1% | $7,107-59.3% | $3,740-22.6% |
| Admin fee / account holder | $6,460 | $4,426+45.9% | $5,158+25.2% | $5,306+21.7% |