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 5-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 | $78,028 | $94,625-17.5% | $116,228-32.9% | $84,808-8.0% |
| Participation rate | 76.5% | 70.4%+6.0pp | 74.6%+1.9pp | 68.3%+8.2pp |
| Annual return | 11.04% | 20.40%-9.4pp | 90.06%-79.0pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,176 | $2,347-49.9% | $2,994-60.7% | $2,631-55.3% |
| Participant deferral / active EE | $5,417 | $3,972+36.4% | $4,953+9.4% | $4,212+28.6% |
| Admin fee / account holder | $13,189 | $10,091+30.7% | $11,989+10.0% | $7,344+79.6% |