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 | $30,688 | $58,828-47.8% | $77,999-60.7% | $62,891-51.2% |
| Participation rate | 83.7% | 71.1%+12.7pp | 75.5%+8.2pp | 69.3%+14.4pp |
| Annual return | 4.56% | 17.16%-12.6pp | 425.96%-421.4pp | 20.14%-15.6pp |
| Employer contribution / active EE | $931 | $1,672-44.3% | $2,470-62.3% | $2,281-59.2% |
| Participant deferral / active EE | $1,560 | $2,686-41.9% | $3,497-55.4% | $3,203-51.3% |
| Admin fee / account holder | $1,228 | $4,393-72.0% | $5,480-77.6% | $4,296-71.4% |