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 | $50,676 | $58,851-13.9% | $115,157-56.0% | $72,985-30.6% |
| Participation rate | 78.8% | 65.5%+13.3pp | 75.9%+2.9pp | 69.5%+9.4pp |
| Annual return | 8.42% | 23.16%-14.7pp | 35.60%-27.2pp | 81.00%-72.6pp |
| Employer contribution / active EE | $1,213 | $1,798-32.5% | $3,179-61.8% | $2,440-50.3% |
| Participant deferral / active EE | $2,677 | $2,643+1.3% | $4,168-35.8% | $3,607-25.8% |
| Admin fee / account holder | $2,579 | $6,370-59.5% | $7,088-63.6% | $5,124-49.7% |