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 4-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 | $65,185 | $54,705+19.2% | $71,209-8.5% | $84,808-23.1% |
| Participation rate | 97.2% | 64.1%+33.2pp | 73.8%+23.5pp | 68.3%+28.9pp |
| Annual return | 11.68% | 35.90%-24.2pp | 282.51%-270.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,446 | $2,158-33.0% | $2,721-46.9% | $2,631-45.0% |
| Participant deferral / active EE | $4,279 | $3,030+41.2% | $4,175+2.5% | $4,212+1.6% |
| Admin fee / account holder | $8,077 | $4,863+66.1% | $5,349+51.0% | $7,344+10.0% |