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 | $30,755 | $46,553-33.9% | $64,056-52.0% | $75,163-59.1% |
| Participation rate | 73.1% | 65.9%+7.2pp | 72.3%+0.8pp | 67.2%+5.9pp |
| Annual return | 8.97% | 26.03%-17.1pp | 33.69%-24.7pp | 160.62%-151.6pp |
| Employer contribution / active EE | $3,294 | $1,974+66.9% | $2,747+19.9% | $2,670+23.4% |
| Participant deferral / active EE | $2,546 | $2,837-10.2% | $3,880-34.4% | $4,125-38.3% |
| Admin fee / account holder | $4,274 | $2,952+44.8% | $3,068+39.3% | $5,651-24.4% |