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 | $45,906 | $91,190-49.7% | $178,490-74.3% | $79,858-42.5% |
| Participation rate | 76.0% | 69.2%+6.8pp | 81.9%-5.9pp | 69.6%+6.4pp |
| Annual return | 6.43% | 24.19%-17.8pp | 151.07%-144.6pp | 31.71%-25.3pp |
| Employer contribution / active EE | $896 | $3,256-72.5% | $5,011-82.1% | $2,471-63.7% |
| Participant deferral / active EE | $2,294 | $3,236-29.1% | $5,202-55.9% | $3,740-38.7% |
| Admin fee / account holder | $3,900 | $6,751-42.2% | $13,984-72.1% | $5,306-26.5% |