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 | $55,283 | $54,762+1.0% | $90,281-38.8% | $72,985-24.3% |
| Participation rate | 81.7% | 65.1%+16.6pp | 73.3%+8.4pp | 69.5%+12.2pp |
| Annual return | 5.82% | 30.63%-24.8pp | 78.10%-72.3pp | 81.00%-75.2pp |
| Employer contribution / active EE | $453 | $2,092-78.4% | $2,854-84.1% | $2,440-81.4% |
| Participant deferral / active EE | $3,695 | $2,887+28.0% | $3,885-4.9% | $3,607+2.4% |
| Admin fee / account holder | $1,876 | $3,972-52.8% | $5,351-64.9% | $5,124-63.4% |