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 9-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 | $52,080 | $81,460-36.1% | $103,333-49.6% | $80,856-35.6% |
| Participation rate | 93.5% | 66.8%+26.7pp | 74.5%+19.0pp | 67.6%+25.9pp |
| Annual return | 9.95% | 25.55%-15.6pp | 24.88%-14.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,130 | $3,105-31.4% | $3,868-44.9% | $2,755-22.7% |
| Participant deferral / active EE | $4,786 | $3,869+23.7% | $5,057-5.4% | $4,296+11.4% |
| Admin fee / account holder | $1,609 | $6,566-75.5% | $8,355-80.7% | $6,918-76.7% |