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 | $26,375 | $85,202-69.0% | $172,739-84.7% | $72,985-63.9% |
| Participation rate | 98.7% | 70.1%+28.6pp | 82.6%+16.0pp | 69.5%+29.2pp |
| Annual return | 8.16% | 27.32%-19.2pp | 802.84%-794.7pp | 81.00%-72.8pp |
| Employer contribution / active EE | $2,704 | $3,324-18.7% | $5,143-47.4% | $2,440+10.8% |
| Participant deferral / active EE | $1,436 | $3,260-56.0% | $5,198-72.4% | $3,607-60.2% |
| Admin fee / account holder | $1,454 | $5,884-75.3% | $13,954-89.6% | $5,124-71.6% |