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 | $51,862 | $73,787-29.7% | $98,716-47.5% | $82,448-37.1% |
| Participation rate | 93.1% | 61.4%+31.7pp | 69.3%+23.8pp | 68.1%+25.0pp |
| Annual return | 8.63% | 18.57%-9.9pp | 31.81%-23.2pp | 41.64%-33.0pp |
| Employer contribution / active EE | $525 | $1,511-65.3% | $2,279-77.0% | $2,551-79.4% |
| Participant deferral / active EE | $3,152 | $3,081+2.3% | $4,048-22.1% | $4,139-23.9% |
| Admin fee / account holder | $4,416 | $6,500-32.1% | $8,703-49.3% | $7,234-39.0% |