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 | $53,482 | $76,407-30.0% | $150,298-64.4% | $82,448-35.1% |
| Participation rate | 97.9% | 66.4%+31.5pp | 77.8%+20.1pp | 68.1%+29.8pp |
| Annual return | 11.83% | 39.99%-28.2pp | 62.79%-51.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $738 | $2,614-71.8% | $4,154-82.2% | $2,551-71.1% |
| Participant deferral / active EE | $4,181 | $3,214+30.1% | $5,453-23.3% | $4,139+1.0% |
| Admin fee / account holder | $5,630 | $6,352-11.4% | $14,116-60.1% | $7,234-22.2% |