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 | $32,011 | $70,669-54.7% | $169,368-81.1% | $75,163-57.4% |
| Participation rate | 88.1% | 64.8%+23.3pp | 77.1%+11.0pp | 67.2%+20.9pp |
| Annual return | 12.25% | 36.36%-24.1pp | 405.60%-393.4pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,604 | $2,211-27.4% | $4,013-60.0% | $2,670-39.9% |
| Participant deferral / active EE | $3,606 | $4,311-16.3% | $6,221-42.0% | $4,125-12.6% |
| Admin fee / account holder | $750 | $5,402-86.1% | $9,003-91.7% | $5,651-86.7% |