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 | $37,629 | $54,705-31.2% | $71,209-47.2% | $84,808-55.6% |
| Participation rate | 70.4% | 64.1%+6.3pp | 73.8%-3.4pp | 68.3%+2.1pp |
| Annual return | 11.12% | 35.90%-24.8pp | 282.51%-271.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $766 | $2,158-64.5% | $2,721-71.9% | $2,631-70.9% |
| Participant deferral / active EE | $801 | $3,030-73.6% | $4,175-80.8% | $4,212-81.0% |
| Admin fee / account holder | $1,303 | $4,863-73.2% | $5,349-75.6% | $7,344-82.3% |