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 | $26,420 | $34,308-23.0% | $74,701-64.6% | $72,985-63.8% |
| Participation rate | 73.5% | 42.4%+31.1pp | 54.5%+19.0pp | 69.5%+4.0pp |
| Annual return | 13.57% | 26.58%-13.0pp | 752.92%-739.4pp | 81.00%-67.4pp |
| Employer contribution / active EE | $510 | $692-26.2% | $1,084-52.9% | $2,440-79.1% |
| Participant deferral / active EE | $1,725 | $1,271+35.7% | $1,964-12.2% | $3,607-52.2% |
| Admin fee / account holder | $1,450 | $2,124-31.7% | $3,333-56.5% | $5,124-71.7% |