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 | $77,416 | $106,749-27.5% | $145,433-46.8% | $82,448-6.1% |
| Participation rate | 76.6% | 75.6%+0.9pp | 82.1%-5.5pp | 68.1%+8.5pp |
| Annual return | 12.59% | 27.59%-15.0pp | 66.58%-54.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $746 | $3,444-78.3% | $4,554-83.6% | $2,551-70.8% |
| Participant deferral / active EE | $3,019 | $6,519-53.7% | $7,897-61.8% | $4,139-27.1% |
| Admin fee / account holder | $1,559 | $8,390-81.4% | $13,129-88.1% | $7,234-78.4% |