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 | $58,783 | $56,277+4.5% | $80,975-27.4% | $62,891-6.5% |
| Participation rate | 75.0% | 69.0%+6.0pp | 75.8%-0.8pp | 69.3%+5.7pp |
| Annual return | 5.49% | 22.12%-16.6pp | 17.10%-11.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $351 | $1,943-81.9% | $3,714-90.5% | $2,281-84.6% |
| Participant deferral / active EE | $2,405 | $4,195-42.7% | $5,696-57.8% | $3,203-24.9% |
| Admin fee / account holder | $607 | $3,741-83.8% | $5,516-89.0% | $4,296-85.9% |