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 | $90,972 | $71,050+28.0% | $93,606-2.8% | $80,856+12.5% |
| Participation rate | 97.1% | 60.4%+36.7pp | 68.7%+28.3pp | 67.6%+29.4pp |
| Annual return | 7.90% | 11.26%-3.4pp | 133.20%-125.3pp | 35.59%-27.7pp |
| Employer contribution / active EE | $938 | $1,564-40.0% | $2,420-61.2% | $2,755-65.9% |
| Participant deferral / active EE | $3,061 | $4,034-24.1% | $4,411-30.6% | $4,296-28.8% |
| Admin fee / account holder | $4,411 | $6,945-36.5% | $8,285-46.8% | $6,918-36.2% |