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 | $35,370 | $72,012-50.9% | $185,823-81.0% | $79,858-55.7% |
| Participation rate | 73.8% | 65.8%+8.0pp | 78.0%-4.3pp | 69.6%+4.1pp |
| Annual return | 10.80% | 23.12%-12.3pp | 35.95%-25.2pp | 31.71%-20.9pp |
| Employer contribution / active EE | $604 | $1,965-69.2% | $4,087-85.2% | $2,471-75.5% |
| Participant deferral / active EE | $2,058 | $3,779-45.5% | $5,632-63.5% | $3,740-45.0% |
| Admin fee / account holder | $4,568 | $4,513+1.2% | $9,500-51.9% | $5,306-13.9% |