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 | $130,937 | $60,022+118.1% | $88,946+47.2% | $84,808+54.4% |
| Participation rate | 89.7% | 57.8%+31.8pp | 68.8%+20.8pp | 68.3%+21.3pp |
| Annual return | 12.44% | 22.43%-10.0pp | 57.82%-45.4pp | 40.90%-28.5pp |
| Employer contribution / active EE | $421 | $1,703-75.3% | $2,555-83.5% | $2,631-84.0% |
| Participant deferral / active EE | $4,203 | $3,114+35.0% | $4,581-8.3% | $4,212-0.2% |
| Admin fee / account holder | $2,590 | $4,811-46.2% | $8,261-68.6% | $7,344-64.7% |