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 | $57,262 | $74,927-23.6% | $101,794-43.7% | $84,808-32.5% |
| Participation rate | 82.2% | 61.4%+20.8pp | 69.2%+13.0pp | 68.3%+13.9pp |
| Annual return | 8.08% | 18.70%-10.6pp | 30.53%-22.4pp | 40.90%-32.8pp |
| Employer contribution / active EE | $668 | $1,522-56.1% | $2,289-70.8% | $2,631-74.6% |
| Participant deferral / active EE | $4,685 | $3,099+51.2% | $4,084+14.7% | $4,212+11.2% |
| Admin fee / account holder | $6,382 | $6,514-2.0% | $8,777-27.3% | $7,344-13.1% |