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 | $55,729 | $80,968-31.2% | $96,544-42.3% | $75,163-25.9% |
| Participation rate | 83.3% | 71.8%+11.6pp | 76.0%+7.4pp | 67.2%+16.1pp |
| Annual return | 12.08% | 27.06%-15.0pp | 25.84%-13.8pp | 160.62%-148.5pp |
| Employer contribution / active EE | $974 | $2,282-57.3% | $2,965-67.2% | $2,670-63.5% |
| Participant deferral / active EE | $2,474 | $3,928-37.0% | $4,851-49.0% | $4,125-40.0% |
| Admin fee / account holder | $3,114 | $6,724-53.7% | $8,252-62.3% | $5,651-44.9% |