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 | $58,071 | $91,552-36.6% | $133,956-56.6% | $79,858-27.3% |
| Participation rate | 75.9% | 73.3%+2.6pp | 79.8%-3.9pp | 69.6%+6.3pp |
| Annual return | 8.62% | 61.85%-53.2pp | 45.09%-36.5pp | 31.71%-23.1pp |
| Employer contribution / active EE | $883 | $2,384-63.0% | $3,919-77.5% | $2,471-64.3% |
| Participant deferral / active EE | $4,177 | $3,733+11.9% | $5,048-17.2% | $3,740+11.7% |
| Admin fee / account holder | $1,313 | $6,321-79.2% | $8,927-85.3% | $5,306-75.3% |