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 | $49,599 | $54,762-9.4% | $90,281-45.1% | $72,985-32.0% |
| Participation rate | 87.9% | 65.1%+22.7pp | 73.3%+14.6pp | 69.5%+18.4pp |
| Annual return | 4.90% | 30.63%-25.7pp | 78.10%-73.2pp | 81.00%-76.1pp |
| Employer contribution / active EE | $1,657 | $2,092-20.8% | $2,854-41.9% | $2,440-32.1% |
| Participant deferral / active EE | $2,564 | $2,887-11.2% | $3,885-34.0% | $3,607-28.9% |
| Admin fee / account holder | $621 | $3,972-84.4% | $5,351-88.4% | $5,124-87.9% |