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 | $36,843 | $67,606-45.5% | $82,313-55.2% | $70,131-47.5% |
| Participation rate | 89.1% | 72.8%+16.3pp | 76.9%+12.2pp | 69.5%+19.5pp |
| Annual return | 11.21% | 21.57%-10.4pp | 25.88%-14.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $3,268 | $1,755+86.3% | $2,428+34.6% | $2,342+39.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,450 | $4,512+43.0% | $5,608+15.0% | $4,645+38.9% |