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 | $62,093 | $72,277-14.1% | $101,248-38.7% | $79,858-22.2% |
| Participation rate | 98.6% | 68.5%+30.1pp | 75.8%+22.8pp | 69.6%+28.9pp |
| Annual return | 9.74% | 22.30%-12.6pp | 46.47%-36.7pp | 31.71%-22.0pp |
| Employer contribution / active EE | $1,665 | $2,692-38.1% | $3,660-54.5% | $2,471-32.6% |
| Participant deferral / active EE | $4,193 | $3,282+27.8% | $4,370-4.0% | $3,740+12.1% |
| Admin fee / account holder | $1,342 | $4,400-69.5% | $5,945-77.4% | $5,306-74.7% |