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 | $114,402 | $58,523+95.5% | $99,443+15.0% | $72,985+56.7% |
| Participation rate | 88.0% | 64.6%+23.4pp | 73.8%+14.2pp | 69.5%+18.5pp |
| Annual return | 9.91% | 28.51%-18.6pp | 30.72%-20.8pp | 81.00%-71.1pp |
| Employer contribution / active EE | $1,323 | $1,512-12.5% | $2,540-47.9% | $2,440-45.8% |
| Participant deferral / active EE | $4,282 | $2,606+64.3% | $3,619+18.3% | $3,607+18.7% |
| Admin fee / account holder | $780 | $4,102-81.0% | $6,250-87.5% | $5,124-84.8% |