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 | $54,368 | $51,638+5.3% | $68,368-20.5% | $82,448-34.1% |
| Participation rate | 74.0% | 63.6%+10.4pp | 73.8%+0.3pp | 68.1%+6.0pp |
| Annual return | 13.13% | 37.53%-24.4pp | 292.57%-279.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,986 | $2,914+36.8% | $4,123-3.3% | $4,139-3.7% |
| Admin fee / account holder | $1,045 | $4,643-77.5% | $5,150-79.7% | $7,234-85.6% |