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 | $28,953 | $40,256-28.1% | $57,343-49.5% | $59,632-51.4% |
| Participation rate | 92.0% | 69.2%+22.8pp | 75.1%+16.9pp | 68.7%+23.3pp |
| Annual return | -2.42% | 27.49%-29.9pp | 24.39%-26.8pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $3,024 | $1,922+57.3% | $2,689+12.5% | $2,203+37.3% |
| Participant deferral / active EE | $2,644 | $2,399+10.2% | $3,162-16.4% | $3,192-17.2% |
| Admin fee / account holder | $1,107 | $2,818-60.7% | $3,356-67.0% | $4,297-74.2% |