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 7-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 | $31,493 | $101,724-69.0% | $164,813-80.9% | $80,856-61.1% |
| Participation rate | 82.6% | 71.8%+10.8pp | 78.6%+4.0pp | 67.6%+15.0pp |
| Annual return | 9.58% | 16.72%-7.1pp | 69.93%-60.4pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,304 | $2,953-55.8% | $4,341-70.0% | $2,755-52.7% |
| Participant deferral / active EE | $3,191 | $4,477-28.7% | $6,031-47.1% | $4,296-25.7% |
| Admin fee / account holder | $2,405 | $8,227-70.8% | $12,690-81.1% | $6,918-65.2% |