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 8-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 | $14,552 | $81,248-82.1% | $155,509-90.6% | $80,856-82.0% |
| Participation rate | 89.3% | 66.2%+23.1pp | 78.2%+11.1pp | 67.6%+21.6pp |
| Annual return | 10.61% | 33.31%-22.7pp | 64.67%-54.1pp | 35.59%-25.0pp |
| Employer contribution / active EE | $796 | $3,100-74.3% | $4,672-83.0% | $2,755-71.1% |
| Participant deferral / active EE | $3,302 | $3,452-4.3% | $5,626-41.3% | $4,296-23.1% |
| Admin fee / account holder | $479 | $7,997-94.0% | $15,912-97.0% | $6,918-93.1% |