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 | $82,372 | $72,012+14.4% | $185,823-55.7% | $79,858+3.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 10.02% | 23.12%-13.1pp | 35.95%-25.9pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,589 | $1,965-19.1% | $4,087-61.1% | $2,471-35.7% |
| Participant deferral / active EE | $4,035 | $3,779+6.8% | $5,632-28.4% | $3,740+7.9% |
| Admin fee / account holder | $2,171 | $4,513-51.9% | $9,500-77.2% | $5,306-59.1% |