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 | $43,836 | $67,606-35.2% | $82,313-46.7% | $70,131-37.5% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.9%-2.8pp | 69.5%+4.5pp |
| Annual return | 8.03% | 21.57%-13.5pp | 25.88%-17.8pp | 73.14%-65.1pp |
| Employer contribution / active EE | $444 | $1,755-74.7% | $2,428-81.7% | $2,342-81.0% |
| Participant deferral / active EE | $2,365 | $2,987-20.8% | $3,706-36.2% | $3,332-29.0% |
| Admin fee / account holder | $566 | $4,512-87.5% | $5,608-89.9% | $4,645-87.8% |