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 | $60,429 | $86,286-30.0% | $111,297-45.7% | $85,850-29.6% |
| Participation rate | 70.4% | 73.3%-3.0pp | 77.3%-6.9pp | 69.3%+1.1pp |
| Annual return | 9.24% | 19.99%-10.7pp | 54.65%-45.4pp | 318.53%-309.3pp |
| Employer contribution / active EE | $677 | $2,043-66.9% | $2,731-75.2% | $2,565-73.6% |
| Participant deferral / active EE | $1,719 | $3,641-52.8% | $4,487-61.7% | $3,952-56.5% |
| Admin fee / account holder | $5,550 | $8,188-32.2% | $7,964-30.3% | $6,260-11.3% |