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 | $87,912 | $48,046+83.0% | $84,611+3.9% | $72,985+20.5% |
| Participation rate | 84.0% | 57.6%+26.4pp | 68.2%+15.8pp | 69.5%+14.5pp |
| Annual return | 16.87% | 37.38%-20.5pp | 258.74%-241.9pp | 81.00%-64.1pp |
| Employer contribution / active EE | $304 | $1,602-81.0% | $2,652-88.5% | $2,440-87.5% |
| Participant deferral / active EE | $3,039 | $2,680+13.4% | $3,899-22.1% | $3,607-15.8% |
| Admin fee / account holder | $1,049 | $3,395-69.1% | $4,912-78.7% | $5,124-79.5% |