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 3-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 | $35,063 | $109,881-68.1% | $150,045-76.6% | $84,808-58.7% |
| Participation rate | 90.3% | 76.1%+14.2pp | 82.3%+8.0pp | 68.3%+22.0pp |
| Annual return | 13.74% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,362 | $3,561-33.7% | $4,693-49.7% | $2,631-10.2% |
| Participant deferral / active EE | $4,776 | $6,636-28.0% | $7,997-40.3% | $4,212+13.4% |
| Admin fee / account holder | $11,087 | $8,568+29.4% | $13,435-17.5% | $7,344+51.0% |