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 | $45,664 | $84,936-46.2% | $111,297-59.0% | $79,386-42.5% |
| Participation rate | 79.8% | 75.9%+4.0pp | 77.3%+2.5pp | 70.7%+9.1pp |
| Annual return | 9.25% | 17.45%-8.2pp | 54.65%-45.4pp | 116.85%-107.6pp |
| Employer contribution / active EE | $648 | $1,979-67.3% | $2,731-76.3% | $2,427-73.3% |
| Participant deferral / active EE | $2,553 | $3,888-34.3% | $4,487-43.1% | $4,046-36.9% |
| Admin fee / account holder | $2,285 | $537+325.4% | $7,964-71.3% | $626+264.8% |