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 | $65,267 | $58,523+11.5% | $99,443-34.4% | $72,985-10.6% |
| Participation rate | 70.5% | 64.6%+5.9pp | 73.8%-3.3pp | 69.5%+1.0pp |
| Annual return | 10.99% | 28.51%-17.5pp | 30.72%-19.7pp | 81.00%-70.0pp |
| Employer contribution / active EE | $401 | $1,512-73.5% | $2,540-84.2% | $2,440-83.6% |
| Participant deferral / active EE | $3,737 | $2,606+43.4% | $3,619+3.3% | $3,607+3.6% |
| Admin fee / account holder | $2,886 | $4,102-29.7% | $6,250-53.8% | $5,124-43.7% |