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 | $71,451 | $109,881-35.0% | $150,045-52.4% | $84,808-15.7% |
| Participation rate | 70.0% | 76.1%-6.1pp | 82.3%-12.3pp | 68.3%+1.7pp |
| Annual return | 13.78% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,433 | $3,561-59.8% | $4,693-69.5% | $2,631-45.5% |
| Participant deferral / active EE | $5,160 | $6,636-22.2% | $7,997-35.5% | $4,212+22.5% |
| Admin fee / account holder | $1,503 | $8,568-82.5% | $13,435-88.8% | $7,344-79.5% |