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 | $63,288 | $83,477-24.2% | $125,175-49.4% | $72,985-13.3% |
| Participation rate | 89.1% | 73.3%+15.8pp | 79.8%+9.3pp | 69.5%+19.6pp |
| Annual return | 1.54% | 25.78%-24.2pp | 43.79%-42.3pp | 81.00%-79.5pp |
| Employer contribution / active EE | $1,223 | $2,345-47.9% | $3,865-68.4% | $2,440-49.9% |
| Participant deferral / active EE | $3,890 | $3,585+8.5% | $4,937-21.2% | $3,607+7.8% |
| Admin fee / account holder | $4,777 | $5,517-13.4% | $9,702-50.8% | $5,124-6.8% |