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 | $53,556 | $117,983-54.6% | $101,794-47.4% | $142,382-62.4% |
| Participation rate | 81.0% | 74.2%+6.7pp | 69.2%+11.8pp | 80.1%+0.8pp |
| Annual return | 3.89% | 36.92%-33.0pp | 30.53%-26.6pp | 217.08%-213.2pp |
| Employer contribution / active EE | $1,863 | $2,773-32.8% | $2,289-18.6% | $4,299-56.7% |
| Participant deferral / active EE | $5,494 | $4,714+16.5% | $4,084+34.5% | $6,507-15.6% |
| Admin fee / account holder | $7,989 | $10,433-23.4% | $8,777-9.0% | $12,624-36.7% |