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 | $38,851 | $76,367-49.1% | $93,606-58.5% | $72,985-46.8% |
| Participation rate | 75.0% | 71.7%+3.3pp | 75.8%-0.8pp | 69.5%+5.5pp |
| Annual return | 2.28% | 25.82%-23.5pp | 32.76%-30.5pp | 81.00%-78.7pp |
| Employer contribution / active EE | $1,493 | $2,275-34.4% | $2,718-45.1% | $2,440-38.8% |
| Participant deferral / active EE | $3,277 | $3,538-7.4% | $4,069-19.5% | $3,607-9.2% |
| Admin fee / account holder | $6,931 | $6,838+1.4% | $7,888-12.1% | $5,124+35.3% |