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 | $87,011 | $65,041+33.8% | $90,951-4.3% | $79,858+9.0% |
| Participation rate | 96.2% | 61.6%+34.5pp | 69.0%+27.1pp | 69.6%+26.5pp |
| Annual return | 7.10% | 30.45%-23.4pp | 134.60%-127.5pp | 31.71%-24.6pp |
| Employer contribution / active EE | $913 | $1,247-26.8% | $2,122-57.0% | $2,471-63.1% |
| Participant deferral / active EE | $3,815 | $2,512+51.9% | $3,373+13.1% | $3,740+2.0% |
| Admin fee / account holder | $56,860 | $4,536+1153.5% | $5,959+854.3% | $5,306+971.6% |