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 | $102,535 | $51,175+100.4% | $70,515+45.4% | $75,163+36.4% |
| Participation rate | 81.8% | 60.9%+20.9pp | 68.3%+13.5pp | 67.2%+14.6pp |
| Annual return | 11.56% | 30.02%-18.5pp | 32.77%-21.2pp | 160.62%-149.1pp |
| Employer contribution / active EE | $550 | $1,826-69.9% | $2,973-81.5% | $2,670-79.4% |
| Participant deferral / active EE | $4,960 | $2,849+74.1% | $4,567+8.6% | $4,125+20.2% |
| Admin fee / account holder | $5,060 | $4,091+23.7% | $6,412-21.1% | $5,651-10.5% |