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 | $31,050 | $49,915-37.8% | $154,803-79.9% | $74,304-58.2% |
| Participation rate | 77.9% | 54.0%+23.9pp | 78.1%-0.2pp | 60.3%+17.5pp |
| Annual return | 12.17% | 34.06%-21.9pp | 58.88%-46.7pp | 29.43%-17.3pp |
| Employer contribution / active EE | $568 | $1,611-64.8% | $4,305-86.8% | $2,241-74.7% |
| Participant deferral / active EE | $755 | $2,255-66.5% | $5,540-86.4% | $3,767-79.9% |
| Admin fee / account holder | $2,357 | $2,189+7.7% | $14,329-83.5% | $2,969-20.6% |