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 | $59,668 | $81,233-26.5% | $155,567-61.6% | $80,874-26.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 8.61% | 33.33%-24.7pp | 64.74%-56.1pp | 35.62%-27.0pp |
| Employer contribution / active EE | $829 | $3,101-73.3% | $4,674-82.3% | $2,756-69.9% |
| Participant deferral / active EE | $3,709 | $3,452+7.4% | $5,628-34.1% | $4,297-13.7% |
| Admin fee / account holder | $6,742 | $7,998-15.7% | $15,916-57.6% | $6,935-2.8% |