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 | $34,488 | $57,065-39.6% | $75,670-54.4% | $70,131-50.8% |
| Participation rate | 88.0% | 68.1%+19.9pp | 72.3%+15.7pp | 69.5%+18.5pp |
| Annual return | 9.92% | 23.57%-13.6pp | 27.34%-17.4pp | 73.14%-63.2pp |
| Employer contribution / active EE | $1,293 | $1,817-28.8% | $2,352-45.0% | $2,342-44.8% |
| Participant deferral / active EE | $2,646 | $2,580+2.6% | $3,142-15.8% | $3,332-20.6% |
| Admin fee / account holder | $416 | $3,825-89.1% | $5,800-92.8% | $4,645-91.1% |