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 | $48,997 | $73,787-33.6% | $98,716-50.4% | $82,448-40.6% |
| Participation rate | 74.1% | 61.4%+12.7pp | 69.3%+4.8pp | 68.1%+6.0pp |
| Annual return | 6.49% | 18.57%-12.1pp | 31.81%-25.3pp | 41.64%-35.1pp |
| Employer contribution / active EE | $691 | $1,511-54.3% | $2,279-69.7% | $2,551-72.9% |
| Participant deferral / active EE | $3,396 | $3,081+10.2% | $4,048-16.1% | $4,139-18.0% |
| Admin fee / account holder | $818 | $6,500-87.4% | $8,703-90.6% | $7,234-88.7% |