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 | $41,462 | $86,929-52.3% | $102,423-59.5% | $80,856-48.7% |
| Participation rate | 88.1% | 72.4%+15.7pp | 76.5%+11.6pp | 67.6%+20.5pp |
| Annual return | 9.48% | 18.88%-9.4pp | 29.32%-19.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,163 | $2,369-50.9% | $3,023-61.5% | $2,755-57.8% |
| Participant deferral / active EE | $1,922 | $4,118-53.3% | $5,053-62.0% | $4,296-55.3% |
| Admin fee / account holder | $863 | $8,049-89.3% | $9,451-90.9% | $6,918-87.5% |