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 | $45,733 | $83,477-45.2% | $125,175-63.5% | $72,985-37.3% |
| Participation rate | 93.3% | 73.3%+20.0pp | 79.8%+13.6pp | 69.5%+23.8pp |
| Annual return | 12.95% | 25.78%-12.8pp | 43.79%-30.8pp | 81.00%-68.1pp |
| Employer contribution / active EE | $781 | $2,345-66.7% | $3,865-79.8% | $2,440-68.0% |
| Participant deferral / active EE | $1,679 | $3,585-53.2% | $4,937-66.0% | $3,607-53.5% |
| Admin fee / account holder | $3,349 | $5,517-39.3% | $9,702-65.5% | $5,124-34.6% |