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 | $26,400 | $51,638-48.9% | $68,368-61.4% | $82,448-68.0% |
| Participation rate | 75.6% | 63.6%+12.0pp | 73.8%+1.9pp | 68.1%+7.5pp |
| Annual return | 11.77% | 37.53%-25.8pp | 292.57%-280.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $822 | $2,047-59.8% | $2,649-69.0% | $2,551-67.8% |
| Participant deferral / active EE | $5,360 | $2,914+84.0% | $4,123+30.0% | $4,139+29.5% |
| Admin fee / account holder | $3,107 | $4,643-33.1% | $5,150-39.7% | $7,234-57.1% |