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 | $49,344 | $124,281-60.3% | $109,143-54.8% | $167,490-70.5% |
| Participation rate | 95.5% | 79.4%+16.0pp | 75.9%+19.6pp | 82.1%+13.3pp |
| Annual return | 9.20% | 26.04%-16.8pp | 25.75%-16.6pp | 478.56%-469.4pp |
| Employer contribution / active EE | $783 | $4,207-81.4% | $3,722-79.0% | $4,837-83.8% |
| Participant deferral / active EE | $3,227 | $5,255-38.6% | $4,653-30.6% | $6,341-49.1% |
| Admin fee / account holder | $6,754 | $7,970-15.3% | $6,7520% | $12,309-45.1% |