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 | $40,705 | $78,520-48.2% | $96,576-57.9% | $82,448-50.6% |
| Participation rate | 73.0% | 77.7%-4.8pp | 81.4%-8.5pp | 68.1%+4.9pp |
| Annual return | 13.02% | 41.30%-28.3pp | 38.47%-25.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $758 | $2,630-71.2% | $3,553-78.7% | $2,551-70.3% |
| Participant deferral / active EE | $4,160 | $6,754-38.4% | $7,956-47.7% | $4,139+0.5% |
| Admin fee / account holder | $3,328 | $13,455-75.3% | $11,381-70.8% | $7,234-54.0% |