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 | $32,814 | $58,828-44.2% | $77,999-57.9% | $62,891-47.8% |
| Participation rate | 83.8% | 71.1%+12.7pp | 75.5%+8.3pp | 69.3%+14.5pp |
| Annual return | 3.34% | 17.16%-13.8pp | 425.96%-422.6pp | 20.14%-16.8pp |
| Employer contribution / active EE | $1,514 | $1,672-9.4% | $2,470-38.7% | $2,281-33.6% |
| Participant deferral / active EE | $3,150 | $2,686+17.3% | $3,497-9.9% | $3,203-1.7% |
| Admin fee / account holder | $893 | $4,393-79.7% | $5,480-83.7% | $4,296-79.2% |