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 | $31,874 | $81,248-60.8% | $155,509-79.5% | $80,856-60.6% |
| Participation rate | 79.7% | 66.2%+13.4pp | 78.2%+1.5pp | 67.6%+12.0pp |
| Annual return | 9.79% | 33.31%-23.5pp | 64.67%-54.9pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,176 | $3,100-62.1% | $4,672-74.8% | $2,755-57.3% |
| Participant deferral / active EE | $4,152 | $3,452+20.3% | $5,626-26.2% | $4,296-3.4% |
| Admin fee / account holder | $3,730 | $7,997-53.4% | $15,912-76.6% | $6,918-46.1% |