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 | $19,626 | $29,660-33.8% | $56,411-65.2% | $80,856-75.7% |
| Participation rate | 79.2% | 41.6%+37.6pp | 52.5%+26.8pp | 67.6%+11.6pp |
| Annual return | 8.52% | 35.23%-26.7pp | 1701.33%-1692.8pp | 35.59%-27.1pp |
| Employer contribution / active EE | $1,327 | $669+98.3% | $1,039+27.8% | $2,755-51.8% |
| Participant deferral / active EE | $947 | $1,226-22.8% | $1,952-51.5% | $4,296-78.0% |
| Admin fee / account holder | $1,264 | $2,428-47.9% | $2,829-55.3% | $6,918-81.7% |