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 | $14,220 | $50,972-72.1% | $88,538-83.9% | $72,985-80.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 16.04% | 29.62%-13.6pp | 43.64%-27.6pp | 81.00%-65.0pp |
| Employer contribution / active EE | $1,907 | $1,475+29.3% | $2,098-9.1% | $2,440-21.9% |
| Participant deferral / active EE | $2,881 | $2,230+29.2% | $2,914-1.1% | $3,607-20.1% |
| Admin fee / account holder | $3,421 | $3,230+5.9% | $4,310-20.6% | $5,124-33.2% |