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 7-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 | $56,507 | $80,968-30.2% | $96,544-41.5% | $75,163-24.8% |
| Participation rate | 74.1% | 71.8%+2.4pp | 76.0%-1.8pp | 67.2%+6.9pp |
| Annual return | 8.58% | 27.06%-18.5pp | 25.84%-17.3pp | 160.62%-152.0pp |
| Employer contribution / active EE | $2,021 | $2,282-11.4% | $2,965-31.9% | $2,670-24.3% |
| Participant deferral / active EE | $4,086 | $3,928+4.0% | $4,851-15.8% | $4,125-0.9% |
| Admin fee / account holder | $3,626 | $6,724-46.1% | $8,252-56.1% | $5,651-35.8% |