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 | $93,093 | $99,985-6.9% | $146,665-36.5% | $85,850+8.4% |
| Participation rate | 74.5% | 73.1%+1.4pp | 80.1%-5.6pp | 69.3%+5.2pp |
| Annual return | 5.32% | 18.93%-13.6pp | 22.74%-17.4pp | 318.53%-313.2pp |
| Employer contribution / active EE | $737 | $2,559-71.2% | $4,136-82.2% | $2,565-71.3% |
| Participant deferral / active EE | $3,477 | $4,006-13.2% | $5,506-36.9% | $3,952-12.0% |
| Admin fee / account holder | $7,018 | $7,702-8.9% | $10,280-31.7% | $6,260+12.1% |