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 | $14,321 | $77,634-81.6% | $156,549-90.9% | $62,891-77.2% |
| Participation rate | 89.4% | 71.2%+18.2pp | 84.0%+5.3pp | 69.3%+20.1pp |
| Annual return | -0.25% | 50.32%-50.6pp | 32.23%-32.5pp | 20.14%-20.4pp |
| Employer contribution / active EE | $481 | $3,444-86.0% | $5,501-91.3% | $2,281-78.9% |
| Participant deferral / active EE | $909 | $3,045-70.2% | $4,871-81.3% | $3,203-71.6% |
| Admin fee / account holder | $685 | $5,561-87.7% | $13,027-94.7% | $4,296-84.1% |