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 | $74,927-30.8% | $101,794-49.1% | $84,808-38.8% |
| Participation rate | 93.1% | 61.4%+31.7pp | 69.2%+23.9pp | 68.3%+24.8pp |
| Annual return | 8.63% | 18.70%-10.1pp | 30.53%-21.9pp | 40.90%-32.3pp |
| Employer contribution / active EE | $525 | $1,522-65.5% | $2,289-77.1% | $2,631-80.1% |
| Participant deferral / active EE | $3,152 | $3,099+1.7% | $4,084-22.8% | $4,212-25.2% |
| Admin fee / account holder | $4,416 | $6,514-32.2% | $8,777-49.7% | $7,344-39.9% |