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 | $41,690 | $73,933-43.6% | $96,683-56.9% | $75,163-44.5% |
| Participation rate | 95.3% | 66.4%+28.9pp | 74.3%+21.0pp | 67.2%+28.2pp |
| Annual return | 7.94% | 26.70%-18.8pp | 35.69%-27.8pp | 160.62%-152.7pp |
| Employer contribution / active EE | $2,703 | $2,928-7.7% | $3,737-27.7% | $2,670+1.3% |
| Participant deferral / active EE | $4,438 | $3,659+21.3% | $4,878-9.0% | $4,125+7.6% |
| Admin fee / account holder | $824 | $5,216-84.2% | $6,730-87.7% | $5,651-85.4% |