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 | $42,754 | $81,460-47.5% | $103,333-58.6% | $80,856-47.1% |
| Participation rate | 91.1% | 66.8%+24.3pp | 74.5%+16.6pp | 67.6%+23.5pp |
| Annual return | 6.92% | 25.55%-18.6pp | 24.88%-18.0pp | 35.59%-28.7pp |
| Employer contribution / active EE | $889 | $3,105-71.4% | $3,868-77.0% | $2,755-67.7% |
| Participant deferral / active EE | $1,762 | $3,869-54.4% | $5,057-65.2% | $4,296-59.0% |
| Admin fee / account holder | $3,224 | $6,566-50.9% | $8,355-61.4% | $6,918-53.4% |