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 | $57,535 | $83,477-31.1% | $125,175-54.0% | $72,985-21.2% |
| Participation rate | 81.6% | 73.3%+8.3pp | 79.8%+1.8pp | 69.5%+12.1pp |
| Annual return | 16.20% | 25.78%-9.6pp | 43.79%-27.6pp | 81.00%-64.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,718 | $3,585+87.4% | $4,937+36.1% | $3,607+86.2% |
| Admin fee / account holder | $3,152 | $5,517-42.9% | $9,702-67.5% | $5,124-38.5% |