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 | $51,419 | $93,571-45.0% | $135,903-62.2% | $75,163-31.6% |
| Participation rate | 87.8% | 75.2%+12.6pp | 81.9%+5.9pp | 67.2%+20.6pp |
| Annual return | 12.82% | 30.90%-18.1pp | 68.23%-55.4pp | 160.62%-147.8pp |
| Employer contribution / active EE | $914 | $3,537-74.2% | $4,856-81.2% | $2,670-65.8% |
| Participant deferral / active EE | $5,791 | $6,404-9.6% | $7,758-25.4% | $4,125+40.4% |
| Admin fee / account holder | $16,212 | $6,975+132.4% | $10,762+50.6% | $5,651+186.9% |