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 6-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 | $71,230 | $101,724-30.0% | $164,813-56.8% | $80,856-11.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 5.22% | 16.72%-11.5pp | 69.93%-64.7pp | 35.59%-30.4pp |
| Employer contribution / active EE | $819 | $2,953-72.3% | $4,341-81.1% | $2,755-70.3% |
| Participant deferral / active EE | $2,579 | $4,477-42.4% | $6,031-57.2% | $4,296-40.0% |
| Admin fee / account holder | $7,002 | $8,227-14.9% | $12,690-44.8% | $6,918+1.2% |