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 | $50,553 | $51,175-1.2% | $70,515-28.3% | $75,163-32.7% |
| Participation rate | 83.3% | 60.9%+22.4pp | 68.3%+15.0pp | 67.2%+16.1pp |
| Annual return | 7.15% | 30.02%-22.9pp | 32.77%-25.6pp | 160.62%-153.5pp |
| Employer contribution / active EE | $1,124 | $1,826-38.5% | $2,973-62.2% | $2,670-57.9% |
| Participant deferral / active EE | $1,955 | $2,849-31.4% | $4,567-57.2% | $4,125-52.6% |
| Admin fee / account holder | $651 | $4,091-84.1% | $6,412-89.8% | $5,651-88.5% |