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 | $21,109 | $76,407-72.4% | $150,298-86.0% | $82,448-74.4% |
| Participation rate | 70.5% | 66.4%+4.1pp | 77.8%-7.3pp | 68.1%+2.4pp |
| Annual return | 11.40% | 39.99%-28.6pp | 62.79%-51.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $648 | $2,614-75.2% | $4,154-84.4% | $2,551-74.6% |
| Participant deferral / active EE | $1,087 | $3,214-66.2% | $5,453-80.1% | $4,139-73.7% |
| Admin fee / account holder | $3,048 | $6,352-52.0% | $14,116-78.4% | $7,234-57.9% |