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 | $27,452 | $73,933-62.9% | $96,683-71.6% | $75,163-63.5% |
| Participation rate | 72.0% | 66.4%+5.6pp | 74.3%-2.3pp | 67.2%+4.8pp |
| Annual return | 12.36% | 26.70%-14.3pp | 35.69%-23.3pp | 160.62%-148.3pp |
| Employer contribution / active EE | $764 | $2,928-73.9% | $3,737-79.6% | $2,670-71.4% |
| Participant deferral / active EE | $2,623 | $3,659-28.3% | $4,878-46.2% | $4,125-36.4% |
| Admin fee / account holder | $1,601 | $5,216-69.3% | $6,730-76.2% | $5,651-71.7% |