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 10-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 | $34,549 | $86,929-60.3% | $102,423-66.3% | $80,856-57.3% |
| Participation rate | 94.0% | 72.4%+21.6pp | 76.5%+17.5pp | 67.6%+26.3pp |
| Annual return | 9.07% | 18.88%-9.8pp | 29.32%-20.3pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,874 | $2,369-20.9% | $3,023-38.0% | $2,755-32.0% |
| Participant deferral / active EE | $3,840 | $4,118-6.8% | $5,053-24.0% | $4,296-10.6% |
| Admin fee / account holder | $7,114 | $8,049-11.6% | $9,451-24.7% | $6,918+2.8% |