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 | $35,794 | $53,127-32.6% | $86,590-58.7% | $70,131-49.0% |
| Participation rate | 75.9% | 65.3%+10.6pp | 73.5%+2.4pp | 69.5%+6.4pp |
| Annual return | 11.25% | 27.66%-16.4pp | 964.84%-953.6pp | 73.14%-61.9pp |
| Employer contribution / active EE | $808 | $2,068-60.9% | $2,839-71.6% | $2,342-65.5% |
| Participant deferral / active EE | $3,195 | $2,696+18.5% | $3,609-11.5% | $3,332-4.1% |
| Admin fee / account holder | $1,811 | $3,585-49.5% | $4,906-63.1% | $4,645-61.0% |