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 | $32,530 | $63,346-48.6% | $92,233-64.7% | $70,131-53.6% |
| Participation rate | 80.5% | 68.7%+11.8pp | 76.5%+4.0pp | 69.5%+10.9pp |
| Annual return | 8.97% | 530.12%-521.2pp | 176.28%-167.3pp | 73.14%-64.2pp |
| Employer contribution / active EE | $1,079 | $2,471-56.3% | $3,679-70.7% | $2,342-53.9% |
| Participant deferral / active EE | $2,330 | $2,854-18.3% | $3,897-40.2% | $3,332-30.1% |
| Admin fee / account holder | $1,076 | $3,840-72.0% | $5,194-79.3% | $4,645-76.8% |