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 | $62,273 | $72,492-14.1% | $87,100-28.5% | $72,985-14.7% |
| Participation rate | 94.3% | 72.8%+21.5pp | 76.9%+17.5pp | 69.5%+24.9pp |
| Annual return | 12.01% | 24.46%-12.4pp | 28.19%-16.2pp | 81.00%-69.0pp |
| Employer contribution / active EE | $642 | $1,894-66.1% | $2,521-74.6% | $2,440-73.7% |
| Participant deferral / active EE | $2,481 | $3,270-24.1% | $4,049-38.7% | $3,607-31.2% |
| Admin fee / account holder | $3,984 | $5,055-21.2% | $7,497-46.9% | $5,124-22.3% |