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 | $49,455 | $53,777-8.0% | $134,143-63.1% | $79,858-38.1% |
| Participation rate | 75.0% | 58.8%+16.2pp | 72.2%+2.8pp | 69.6%+5.4pp |
| Annual return | 7.57% | 19.01%-11.4pp | 36.33%-28.8pp | 31.71%-24.1pp |
| Employer contribution / active EE | $1,205 | $1,321-8.8% | $3,704-67.5% | $2,471-51.2% |
| Participant deferral / active EE | $2,108 | $2,420-12.9% | $3,499-39.8% | $3,740-43.6% |
| Admin fee / account holder | $428 | $3,984-89.3% | $6,684-93.6% | $5,306-91.9% |