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 | $107,770 | $60,349+78.6% | $74,183+45.3% | $62,891+71.4% |
| Participation rate | 88.6% | 72.7%+15.8pp | 76.6%+12.0pp | 69.3%+19.3pp |
| Annual return | -2.24% | 21.37%-23.6pp | 17.74%-20.0pp | 20.14%-22.4pp |
| Employer contribution / active EE | $991 | $1,680-41.0% | $2,370-58.2% | $2,281-56.5% |
| Participant deferral / active EE | $4,076 | $2,856+42.7% | $3,550+14.8% | $3,203+27.2% |
| Admin fee / account holder | $4,791 | $4,261+12.4% | $5,586-14.2% | $4,296+11.5% |