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 | $28,536 | $91,190-68.7% | $178,490-84.0% | $79,858-64.3% |
| Participation rate | 86.7% | 69.2%+17.5pp | 81.9%+4.7pp | 69.6%+17.0pp |
| Annual return | 0.77% | 24.19%-23.4pp | 151.07%-150.3pp | 31.71%-30.9pp |
| Employer contribution / active EE | $495 | $3,256-84.8% | $5,011-90.1% | $2,471-80.0% |
| Participant deferral / active EE | $3,565 | $3,236+10.2% | $5,202-31.5% | $3,740-4.7% |
| Admin fee / account holder | $1,180 | $6,751-82.5% | $13,984-91.6% | $5,306-77.8% |