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 6-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 | $33,734 | $60,892-44.6% | $82,389-59.1% | $84,808-60.2% |
| Participation rate | 91.1% | 63.3%+27.8pp | 69.5%+21.6pp | 68.3%+22.8pp |
| Annual return | 11.51% | 37.29%-25.8pp | 28.67%-17.2pp | 40.90%-29.4pp |
| Employer contribution / active EE | $480 | $1,779-73.0% | $2,517-80.9% | $2,631-81.8% |
| Participant deferral / active EE | $2,826 | $3,179-11.1% | $4,155-32.0% | $4,212-32.9% |
| Admin fee / account holder | $1,795 | $5,467-67.2% | $7,231-75.2% | $7,344-75.6% |