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 | $50,662 | $73,933-31.5% | $96,683-47.6% | $75,163-32.6% |
| Participation rate | 85.5% | 66.4%+19.1pp | 74.3%+11.2pp | 67.2%+18.3pp |
| Annual return | 12.96% | 26.70%-13.7pp | 35.69%-22.7pp | 160.62%-147.7pp |
| Employer contribution / active EE | $760 | $2,928-74.1% | $3,737-79.7% | $2,670-71.5% |
| Participant deferral / active EE | $3,202 | $3,659-12.5% | $4,878-34.4% | $4,125-22.4% |
| Admin fee / account holder | $1,529 | $5,216-70.7% | $6,730-77.3% | $5,651-72.9% |