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 5-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 | $22,035 | $25,014-11.9% | $69,647-68.4% | $80,856-72.7% |
| Participation rate | 74.1% | 64.2%+9.8pp | 66.5%+7.6pp | 67.6%+6.4pp |
| Annual return | 11.38% | 19.07%-7.7pp | 100.48%-89.1pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,348 | $993+35.8% | $1,712-21.3% | $2,755-51.1% |
| Participant deferral / active EE | $4,259 | $1,839+131.6% | $2,886+47.6% | $4,296-0.9% |
| Admin fee / account holder | $759 | $2,488-69.5% | $4,713-83.9% | $6,918-89.0% |