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 | $74,927-41.4% | $101,794-56.9% | $84,808-48.3% |
| Participation rate | 80.6% | 61.4%+19.2pp | 69.2%+11.4pp | 68.3%+12.3pp |
| Annual return | 12.18% | 18.70%-6.5pp | 30.53%-18.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,362 | $1,522-10.5% | $2,289-40.5% | $2,631-48.2% |
| Participant deferral / active EE | $3,558 | $3,099+14.8% | $4,084-12.9% | $4,212-15.5% |
| Admin fee / account holder | $4,512 | $6,514-30.7% | $8,777-48.6% | $7,344-38.6% |