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 | $41,851 | $100,773-58.5% | $88,946-52.9% | $142,382-70.6% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 10.84% | 70.18%-59.3pp | 57.82%-47.0pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,601 | $2,918-45.1% | $2,555-37.4% | $4,299-62.8% |
| Participant deferral / active EE | $5,588 | $5,230+6.8% | $4,581+22.0% | $6,507-14.1% |
| Admin fee / account holder | $492 | $9,693-94.9% | $8,261-94.0% | $12,624-96.1% |