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 | $60,245 | $78,422-23.2% | $95,952-37.2% | $79,858-24.6% |
| Participation rate | 98.1% | 73.5%+24.7pp | 77.1%+21.1pp | 69.6%+28.5pp |
| Annual return | 5.64% | 19.37%-13.7pp | 91.61%-86.0pp | 31.71%-26.1pp |
| Employer contribution / active EE | $975 | $1,945-49.9% | $2,541-61.6% | $2,471-60.5% |
| Participant deferral / active EE | $2,566 | $3,440-25.4% | $4,167-38.4% | $3,740-31.4% |
| Admin fee / account holder | $7,331 | $5,622+30.4% | $6,795+7.9% | $5,306+38.2% |