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 5-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 | $45,928 | $60,349-23.9% | $74,183-38.1% | $62,891-27.0% |
| Participation rate | 75.6% | 72.7%+2.9pp | 76.6%-1.0pp | 69.3%+6.3pp |
| Annual return | 3.66% | 21.37%-17.7pp | 17.74%-14.1pp | 20.14%-16.5pp |
| Employer contribution / active EE | $1,371 | $1,680-18.4% | $2,370-42.2% | $2,281-39.9% |
| Participant deferral / active EE | $3,253 | $2,856+13.9% | $3,550-8.3% | $3,203+1.6% |
| Admin fee / account holder | $1,819 | $4,261-57.3% | $5,586-67.4% | $4,296-57.7% |