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 | $55,394 | $81,460-32.0% | $103,333-46.4% | $80,856-31.5% |
| Participation rate | 83.3% | 66.8%+16.5pp | 74.5%+8.8pp | 67.6%+15.7pp |
| Annual return | 8.34% | 25.55%-17.2pp | 24.88%-16.5pp | 35.59%-27.3pp |
| Employer contribution / active EE | $801 | $3,105-74.2% | $3,868-79.3% | $2,755-70.9% |
| Participant deferral / active EE | $3,297 | $3,869-14.8% | $5,057-34.8% | $4,296-23.3% |
| Admin fee / account holder | $898 | $6,566-86.3% | $8,355-89.2% | $6,918-87.0% |