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 | $63,233 | $74,927-15.6% | $101,794-37.9% | $84,808-25.4% |
| Participation rate | 76.1% | 61.4%+14.7pp | 69.2%+6.9pp | 68.3%+7.8pp |
| Annual return | 12.17% | 18.70%-6.5pp | 30.53%-18.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $543 | $1,522-64.3% | $2,289-76.3% | $2,631-79.3% |
| Participant deferral / active EE | $3,806 | $3,099+22.8% | $4,084-6.8% | $4,212-9.6% |
| Admin fee / account holder | $1,709 | $6,514-73.8% | $8,777-80.5% | $7,344-76.7% |