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 | $27,681 | $72,492-61.8% | $87,100-68.2% | $72,985-62.1% |
| Participation rate | 74.0% | 72.8%+1.2pp | 76.9%-2.9pp | 69.5%+4.5pp |
| Annual return | 8.11% | 24.46%-16.3pp | 28.19%-20.1pp | 81.00%-72.9pp |
| Employer contribution / active EE | $1,857 | $1,894-2.0% | $2,521-26.4% | $2,440-23.9% |
| Participant deferral / active EE | $2,856 | $3,270-12.6% | $4,049-29.5% | $3,607-20.8% |
| Admin fee / account holder | $901 | $5,055-82.2% | $7,497-88.0% | $5,124-82.4% |