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 | $24,780 | $46,869-47.1% | $122,332-79.7% | $70,131-64.7% |
| Participation rate | 85.2% | 58.2%+27.0pp | 71.6%+13.6pp | 69.5%+15.6pp |
| Annual return | 12.74% | 24.22%-11.5pp | 30.27%-17.5pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,192 | $1,288-7.4% | $4,050-70.6% | $2,342-49.1% |
| Participant deferral / active EE | $2,961 | $2,166+36.7% | $3,287-9.9% | $3,332-11.1% |
| Admin fee / account holder | $321 | $3,322-90.3% | $5,478-94.1% | $4,645-93.1% |