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 6-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 | $55,233 | $106,749-48.3% | $145,433-62.0% | $82,448-33.0% |
| Participation rate | 73.9% | 75.6%-1.7pp | 82.1%-8.2pp | 68.1%+5.8pp |
| Annual return | 13.49% | 27.59%-14.1pp | 66.58%-53.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,123 | $3,444-38.4% | $4,554-53.4% | $2,551-16.8% |
| Participant deferral / active EE | $6,024 | $6,519-7.6% | $7,897-23.7% | $4,139+45.5% |
| Admin fee / account holder | $4,230 | $8,390-49.6% | $13,129-67.8% | $7,234-41.5% |