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 | $48,531 | $60,349-19.6% | $74,183-34.6% | $62,891-22.8% |
| Participation rate | 80.6% | 72.7%+7.8pp | 76.6%+3.9pp | 69.3%+11.2pp |
| Annual return | 3.42% | 21.37%-18.0pp | 17.74%-14.3pp | 20.14%-16.7pp |
| Employer contribution / active EE | $508 | $1,680-69.8% | $2,370-78.6% | $2,281-77.7% |
| Participant deferral / active EE | $3,031 | $2,856+6.1% | $3,550-14.6% | $3,203-5.4% |
| Admin fee / account holder | $2,773 | $4,261-34.9% | $5,586-50.4% | $4,296-35.4% |