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 | $39,641 | $54,705-27.5% | $71,209-44.3% | $84,808-53.3% |
| Participation rate | 94.3% | 64.1%+30.3pp | 73.8%+20.6pp | 68.3%+26.0pp |
| Annual return | 9.71% | 35.90%-26.2pp | 282.51%-272.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $803 | $2,158-62.8% | $2,721-70.5% | $2,631-69.5% |
| Participant deferral / active EE | $2,044 | $3,030-32.5% | $4,175-51.0% | $4,212-51.5% |
| Admin fee / account holder | $1,763 | $4,863-63.7% | $5,349-67.0% | $7,344-76.0% |