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 | $37,047 | $78,422-52.8% | $95,952-61.4% | $79,858-53.6% |
| Participation rate | 88.6% | 73.5%+15.2pp | 77.1%+11.6pp | 69.6%+19.0pp |
| Annual return | 9.16% | 19.37%-10.2pp | 91.61%-82.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $970 | $1,945-50.1% | $2,541-61.8% | $2,471-60.7% |
| Participant deferral / active EE | $4,444 | $3,440+29.2% | $4,167+6.6% | $3,740+18.8% |
| Admin fee / account holder | $4,446 | $5,622-20.9% | $6,795-34.6% | $5,306-16.2% |