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 | $42,710 | $58,512-27.0% | $84,015-49.2% | $72,985-41.5% |
| Participation rate | 84.3% | 61.2%+23.1pp | 69.0%+15.3pp | 69.5%+14.8pp |
| Annual return | 16.09% | 28.93%-12.8pp | 71.31%-55.2pp | 81.00%-64.9pp |
| Employer contribution / active EE | $925 | $1,163-20.4% | $1,983-53.3% | $2,440-62.1% |
| Participant deferral / active EE | $2,900 | $2,394+21.1% | $3,239-10.5% | $3,607-19.6% |
| Admin fee / account holder | $1,949 | $4,569-57.3% | $6,101-68.1% | $5,124-62.0% |