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 | $18,562 | $81,248-77.2% | $155,509-88.1% | $80,856-77.0% |
| Participation rate | 79.0% | 66.2%+12.8pp | 78.2%+0.8pp | 67.6%+11.4pp |
| Annual return | 9.90% | 33.31%-23.4pp | 64.67%-54.8pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,605 | $3,100-48.2% | $4,672-65.7% | $2,755-41.7% |
| Participant deferral / active EE | $2,308 | $3,452-33.1% | $5,626-59.0% | $4,296-46.3% |
| Admin fee / account holder | $1,363 | $7,997-83.0% | $15,912-91.4% | $6,918-80.3% |