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 | $39,757 | $80,673-50.7% | $101,326-60.8% | $84,808-53.1% |
| Participation rate | 83.8% | 77.8%+6.0pp | 81.5%+2.3pp | 68.3%+15.5pp |
| Annual return | 12.25% | 38.95%-26.7pp | 36.82%-24.6pp | 40.90%-28.6pp |
| Employer contribution / active EE | $151 | $2,698-94.4% | $3,665-95.9% | $2,631-94.2% |
| Participant deferral / active EE | $7,149 | $6,840+4.5% | $7,994-10.6% | $4,212+69.7% |
| Admin fee / account holder | $3,715 | $12,784-70.9% | $11,185-66.8% | $7,344-49.4% |