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 | $56,041 | $74,927-25.2% | $101,794-44.9% | $84,808-33.9% |
| Participation rate | 91.2% | 61.4%+29.8pp | 69.2%+22.0pp | 68.3%+22.9pp |
| Annual return | 11.05% | 18.70%-7.7pp | 30.53%-19.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $559 | $1,522-63.3% | $2,289-75.6% | $2,631-78.8% |
| Participant deferral / active EE | $3,260 | $3,099+5.2% | $4,084-20.2% | $4,212-22.6% |
| Admin fee / account holder | $2,041 | $6,514-68.7% | $8,777-76.7% | $7,344-72.2% |