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 | $52,990 | $103,376-48.7% | $87,100-39.2% | $152,861-65.3% |
| Participation rate | 76.2% | 79.3%-3.2pp | 76.9%-0.7pp | 82.4%-6.3pp |
| Annual return | 1.67% | 28.10%-26.4pp | 28.19%-26.5pp | 345.32%-343.6pp |
| Employer contribution / active EE | $1,255 | $3,220-61.0% | $2,521-50.2% | $4,762-73.6% |
| Participant deferral / active EE | $2,064 | $4,778-56.8% | $4,049-49.0% | $5,850-64.7% |
| Admin fee / account holder | $466 | $12,205-96.2% | $7,497-93.8% | $11,596-96.0% |