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 7-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 | $43,086 | $69,515-38.0% | $86,874-50.4% | $85,850-49.8% |
| Participation rate | 73.3% | 66.3%+7.0pp | 71.6%+1.7pp | 69.3%+4.0pp |
| Annual return | 10.42% | 20.12%-9.7pp | 63.52%-53.1pp | 318.53%-308.1pp |
| Employer contribution / active EE | $677 | $1,880-64.0% | $2,495-72.9% | $2,565-73.6% |
| Participant deferral / active EE | $1,139 | $2,919-61.0% | $3,699-69.2% | $3,952-71.2% |
| Admin fee / account holder | $1,909 | $5,972-68.0% | $5,828-67.2% | $6,260-69.5% |