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 | $53,611 | $91,552-41.4% | $133,956-60.0% | $79,858-32.9% |
| Participation rate | 84.6% | 73.3%+11.3pp | 79.8%+4.8pp | 69.6%+15.0pp |
| Annual return | 8.66% | 61.85%-53.2pp | 45.09%-36.4pp | 31.71%-23.1pp |
| Employer contribution / active EE | $763 | $2,384-68.0% | $3,919-80.5% | $2,471-69.1% |
| Participant deferral / active EE | $1,685 | $3,733-54.9% | $5,048-66.6% | $3,740-54.9% |
| Admin fee / account holder | $1,897 | $6,321-70.0% | $8,927-78.7% | $5,306-64.2% |