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 | $38,597 | $87,841-56.1% | $133,980-71.2% | $62,891-38.6% |
| Participation rate | 93.9% | 83.4%+10.6pp | 87.1%+6.9pp | 69.3%+24.6pp |
| Annual return | 5.60% | 12.05%-6.5pp | 29.30%-23.7pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,419 | $3,483-59.2% | $5,211-72.8% | $2,281-37.8% |
| Participant deferral / active EE | $2,442 | $4,812-49.2% | $6,282-61.1% | $3,203-23.7% |
| Admin fee / account holder | $548 | $5,371-89.8% | $9,324-94.1% | $4,296-87.2% |