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 | $69,602 | $108,825-36.0% | $156,181-55.4% | $82,448-15.6% |
| Participation rate | 85.7% | 72.4%+13.3pp | 78.8%+6.9pp | 68.1%+17.6pp |
| Annual return | 9.22% | 20.59%-11.4pp | 64.87%-55.7pp | 41.64%-32.4pp |
| Employer contribution / active EE | $1,593 | $2,870-44.5% | $4,294-62.9% | $2,551-37.5% |
| Participant deferral / active EE | $5,451 | $4,577+19.1% | $6,132-11.1% | $4,139+31.7% |
| Admin fee / account holder | $30,767 | $9,341+229.4% | $14,586+110.9% | $7,234+325.3% |