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 | $40,300 | $86,929-53.6% | $102,423-60.7% | $80,856-50.2% |
| Participation rate | 71.1% | 72.4%-1.3pp | 76.5%-5.4pp | 67.6%+3.5pp |
| Annual return | 8.52% | 18.88%-10.4pp | 29.32%-20.8pp | 35.59%-27.1pp |
| Employer contribution / active EE | $775 | $2,369-67.3% | $3,023-74.4% | $2,755-71.9% |
| Participant deferral / active EE | $2,548 | $4,118-38.1% | $5,053-49.6% | $4,296-40.7% |
| Admin fee / account holder | $3,448 | $8,049-57.2% | $9,451-63.5% | $6,918-50.2% |