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 | $88,490 | $81,248+8.9% | $155,509-43.1% | $80,856+9.4% |
| Participation rate | 80.4% | 66.2%+14.2pp | 78.2%+2.2pp | 67.6%+12.8pp |
| Annual return | 6.87% | 33.31%-26.4pp | 64.67%-57.8pp | 35.59%-28.7pp |
| Employer contribution / active EE | $978 | $3,100-68.4% | $4,672-79.1% | $2,755-64.5% |
| Participant deferral / active EE | $1,997 | $3,452-42.2% | $5,626-64.5% | $4,296-53.5% |
| Admin fee / account holder | $597 | $7,997-92.5% | $15,912-96.2% | $6,918-91.4% |