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 | $64,115 | $74,927-14.4% | $101,794-37.0% | $84,808-24.4% |
| Participation rate | 80.5% | 61.4%+19.1pp | 69.2%+11.3pp | 68.3%+12.2pp |
| Annual return | 4.34% | 18.70%-14.4pp | 30.53%-26.2pp | 40.90%-36.6pp |
| Employer contribution / active EE | $766 | $1,522-49.7% | $2,289-66.5% | $2,631-70.9% |
| Participant deferral / active EE | $3,565 | $3,099+15.0% | $4,084-12.7% | $4,212-15.4% |
| Admin fee / account holder | $1,245 | $6,514-80.9% | $8,777-85.8% | $7,344-83.0% |