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 | $50,109 | $51,708-3.1% | $106,619-53.0% | $62,891-20.3% |
| Participation rate | 86.4% | 66.9%+19.5pp | 78.0%+8.4pp | 69.3%+17.1pp |
| Annual return | 2.26% | 4.69%-2.4pp | 9.42%-7.2pp | 20.14%-17.9pp |
| Employer contribution / active EE | $1,577 | $1,764-10.6% | $3,947-60.0% | $2,281-30.9% |
| Participant deferral / active EE | $3,378 | $2,315+45.9% | $3,930-14.0% | $3,203+5.5% |
| Admin fee / account holder | $5,896 | $3,349+76.1% | $6,418-8.1% | $4,296+37.3% |