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 | $88,240 | $77,899+13.3% | $149,673-41.0% | $75,163+17.4% |
| Participation rate | 75.5% | 65.6%+9.9pp | 78.8%-3.3pp | 67.2%+8.3pp |
| Annual return | 10.08% | 31.72%-21.6pp | 134.42%-124.3pp | 160.62%-150.5pp |
| Employer contribution / active EE | $490 | $3,137-84.4% | $4,818-89.8% | $2,670-81.6% |
| Participant deferral / active EE | $1,478 | $3,411-56.7% | $5,680-74.0% | $4,125-64.2% |
| Admin fee / account holder | $1,365 | $5,956-77.1% | $13,210-89.7% | $5,651-75.8% |