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 | $76,445 | $80,717-5.3% | $154,803-50.6% | $84,808-9.9% |
| Participation rate | 91.1% | 66.8%+24.3pp | 78.1%+13.0pp | 68.3%+22.8pp |
| Annual return | 8.06% | 37.96%-29.9pp | 58.88%-50.8pp | 40.90%-32.8pp |
| Employer contribution / active EE | $713 | $2,761-74.2% | $4,305-83.4% | $2,631-72.9% |
| Participant deferral / active EE | $1,050 | $3,303-68.2% | $5,540-81.0% | $4,212-75.1% |
| Admin fee / account holder | $422 | $6,746-93.7% | $14,329-97.1% | $7,344-94.3% |