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 6-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 | $30,456 | $60,022-49.3% | $88,946-65.8% | $84,808-64.1% |
| Participation rate | 82.4% | 57.8%+24.5pp | 68.8%+13.5pp | 68.3%+14.0pp |
| Annual return | 12.91% | 22.43%-9.5pp | 57.82%-44.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,261 | $1,703-26.0% | $2,555-50.7% | $2,631-52.1% |
| Participant deferral / active EE | $3,498 | $3,114+12.3% | $4,581-23.7% | $4,212-16.9% |
| Admin fee / account holder | $6,338 | $4,811+31.7% | $8,261-23.3% | $7,344-13.7% |