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 | $60,848 | $87,733-30.6% | $106,548-42.9% | $85,850-29.1% |
| Participation rate | 83.9% | 71.9%+11.9pp | 76.1%+7.7pp | 69.3%+14.6pp |
| Annual return | 9.81% | 21.86%-12.0pp | 26.80%-17.0pp | 318.53%-308.7pp |
| Employer contribution / active EE | $486 | $2,073-76.6% | $2,819-82.8% | $2,565-81.1% |
| Participant deferral / active EE | $3,327 | $3,469-4.1% | $4,398-24.3% | $3,952-15.8% |
| Admin fee / account holder | $8,607 | $6,767+27.2% | $7,407+16.2% | $6,260+37.5% |