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 | $43,880 | $73,787-40.5% | $98,716-55.5% | $82,448-46.8% |
| Participation rate | 80.6% | 61.4%+19.2pp | 69.3%+11.3pp | 68.1%+12.5pp |
| Annual return | 12.18% | 18.57%-6.4pp | 31.81%-19.6pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,362 | $1,511-9.8% | $2,279-40.2% | $2,551-46.6% |
| Participant deferral / active EE | $3,558 | $3,081+15.5% | $4,048-12.1% | $4,139-14.0% |
| Admin fee / account holder | $4,512 | $6,500-30.6% | $8,703-48.2% | $7,234-37.6% |