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 | $48,118 | $59,101-18.6% | $77,163-37.6% | $75,163-36.0% |
| Participation rate | 98.0% | 63.9%+34.1pp | 69.6%+28.4pp | 67.2%+30.8pp |
| Annual return | 12.88% | 26.71%-13.8pp | 37.87%-25.0pp | 160.62%-147.7pp |
| Employer contribution / active EE | $839 | $1,995-57.9% | $2,535-66.9% | $2,670-68.6% |
| Participant deferral / active EE | $2,176 | $2,999-27.4% | $3,833-43.2% | $4,125-47.2% |
| Admin fee / account holder | $544 | $4,774-88.6% | $5,472-90.1% | $5,651-90.4% |