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 | $48,325 | $72,492-33.3% | $87,100-44.5% | $72,985-33.8% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.9%+20.6pp | 69.5%+28.0pp |
| Annual return | 12.51% | 24.46%-11.9pp | 28.19%-15.7pp | 81.00%-68.5pp |
| Employer contribution / active EE | $1,250 | $1,894-34.0% | $2,521-50.4% | $2,440-48.8% |
| Participant deferral / active EE | $3,561 | $3,270+8.9% | $4,049-12.0% | $3,607-1.3% |
| Admin fee / account holder | $3,861 | $5,055-23.6% | $7,497-48.5% | $5,124-24.6% |