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 | $47,167 | $67,411-30.0% | $91,001-48.2% | $70,131-32.7% |
| Participation rate | 94.4% | 71.4%+23.1pp | 75.6%+18.8pp | 69.5%+24.9pp |
| Annual return | 9.49% | -40.16%+49.7pp | 4.60%+4.9pp | 73.14%-63.6pp |
| Employer contribution / active EE | $1,077 | $1,786-39.7% | $2,456-56.1% | $2,342-54.0% |
| Participant deferral / active EE | $3,188 | $2,823+12.9% | $3,547-10.1% | $3,332-4.3% |
| Admin fee / account holder | $5,786 | $4,236+36.6% | $5,417+6.8% | $4,645+24.5% |