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 | $45,193 | $63,764-29.1% | $81,930-44.8% | $79,858-43.4% |
| Participation rate | 70.6% | 67.5%+3.1pp | 72.0%-1.4pp | 69.6%+1.0pp |
| Annual return | 3.13% | 22.66%-19.5pp | 29.49%-26.4pp | 31.71%-28.6pp |
| Employer contribution / active EE | $575 | $1,795-68.0% | $4,310-86.7% | $2,471-76.7% |
| Participant deferral / active EE | $2,005 | $2,780-27.9% | $7,107-71.8% | $3,740-46.4% |
| Admin fee / account holder | $1,864 | $4,426-57.9% | $5,158-63.9% | $5,306-64.9% |