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 | $20,550 | $45,073-54.4% | $69,455-70.4% | $72,985-71.8% |
| Participation rate | 71.2% | 68.5%+2.7pp | 74.6%-3.4pp | 69.5%+1.7pp |
| Annual return | 5.00% | 22.65%-17.6pp | 28.97%-24.0pp | 81.00%-76.0pp |
| Employer contribution / active EE | $620 | $2,054-69.8% | $2,779-77.7% | $2,440-74.6% |
| Participant deferral / active EE | $3,095 | $2,602+19.0% | $3,535-12.5% | $3,607-14.2% |
| Admin fee / account holder | $3,934 | $3,056+28.8% | $3,839+2.5% | $5,124-23.2% |