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 | $62,815 | $81,248-22.7% | $155,509-59.6% | $80,856-22.3% |
| Participation rate | 73.1% | 66.2%+6.8pp | 78.2%-5.1pp | 67.6%+5.4pp |
| Annual return | 9.34% | 33.31%-24.0pp | 64.67%-55.3pp | 35.59%-26.3pp |
| Employer contribution / active EE | $425 | $3,100-86.3% | $4,672-90.9% | $2,755-84.6% |
| Participant deferral / active EE | $1,313 | $3,452-62.0% | $5,626-76.7% | $4,296-69.4% |
| Admin fee / account holder | $621 | $7,997-92.2% | $15,912-96.1% | $6,918-91.0% |