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 | $48,712 | $80,968-39.8% | $96,544-49.5% | $75,163-35.2% |
| Participation rate | 78.6% | 71.8%+6.8pp | 76.0%+2.6pp | 67.2%+11.4pp |
| Annual return | 6.91% | 27.06%-20.2pp | 25.84%-18.9pp | 160.62%-153.7pp |
| Employer contribution / active EE | $1,795 | $2,282-21.4% | $2,965-39.5% | $2,670-32.8% |
| Participant deferral / active EE | $2,615 | $3,928-33.4% | $4,851-46.1% | $4,125-36.6% |
| Admin fee / account holder | $646 | $6,724-90.4% | $8,252-92.2% | $5,651-88.6% |