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 8-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 | $31,396 | $57,016-44.9% | $84,966-63.0% | $80,856-61.2% |
| Participation rate | 70.3% | 56.3%+13.9pp | 67.5%+2.8pp | 67.6%+2.6pp |
| Annual return | 8.88% | 21.66%-12.8pp | 66.38%-57.5pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,664 | $1,798-7.4% | $2,727-39.0% | $2,755-39.6% |
| Participant deferral / active EE | $3,201 | $3,110+2.9% | $4,519-29.2% | $4,296-25.5% |
| Admin fee / account holder | $2,798 | $4,980-43.8% | $6,149-54.5% | $6,918-59.6% |