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 | $51,904 | $59,839-13.3% | $81,983-36.7% | $79,858-35.0% |
| Participation rate | 74.3% | 61.6%+12.7pp | 69.2%+5.0pp | 69.6%+4.7pp |
| Annual return | 7.84% | 17.56%-9.7pp | 41.31%-33.5pp | 31.71%-23.9pp |
| Employer contribution / active EE | $415 | $1,713-75.8% | $2,498-83.4% | $2,471-83.2% |
| Participant deferral / active EE | $5,061 | $2,695+87.8% | $3,722+36.0% | $3,740+35.3% |
| Admin fee / account holder | $8,706 | $4,287+103.1% | $5,664+53.7% | $5,306+64.1% |