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 | $48,737 | $64,324-24.2% | $118,925-59.0% | $79,858-39.0% |
| Participation rate | 89.5% | 64.9%+24.6pp | 75.4%+14.1pp | 69.6%+19.8pp |
| Annual return | 3.00% | 86.45%-83.5pp | 35.88%-32.9pp | 31.71%-28.7pp |
| Employer contribution / active EE | $943 | $1,836-48.6% | $3,263-71.1% | $2,471-61.8% |
| Participant deferral / active EE | $1,177 | $2,824-58.3% | $4,265-72.4% | $3,740-68.5% |
| Admin fee / account holder | $670 | $4,040-83.4% | $6,581-89.8% | $5,306-87.4% |