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 | $56,282 | $100,041-43.7% | $149,718-62.4% | $70,131-19.7% |
| Participation rate | 79.6% | 83.6%-4.0pp | 87.1%-7.5pp | 69.5%+10.1pp |
| Annual return | 11.75% | 27.43%-15.7pp | 1501.63%-1489.9pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,167 | $3,662-68.1% | $5,445-78.6% | $2,342-50.2% |
| Participant deferral / active EE | $3,701 | $4,983-25.7% | $6,569-43.7% | $3,332+11.1% |
| Admin fee / account holder | $13,478 | $8,286+62.7% | $11,283+19.5% | $4,645+190.1% |