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 | $57,262 | $73,787-22.4% | $98,716-42.0% | $82,448-30.5% |
| Participation rate | 82.2% | 61.4%+20.8pp | 69.3%+12.9pp | 68.1%+14.2pp |
| Annual return | 8.08% | 18.57%-10.5pp | 31.81%-23.7pp | 41.64%-33.6pp |
| Employer contribution / active EE | $668 | $1,511-55.8% | $2,279-70.7% | $2,551-73.8% |
| Participant deferral / active EE | $4,685 | $3,081+52.0% | $4,048+15.7% | $4,139+13.2% |
| Admin fee / account holder | $6,382 | $6,500-1.8% | $8,703-26.7% | $7,234-11.8% |