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 | $44,136 | $65,703-32.8% | $94,224-53.2% | $59,632-26.0% |
| Participation rate | 76.9% | 72.1%+4.8pp | 78.8%-1.8pp | 68.7%+8.3pp |
| Annual return | -2.61% | 5.22%-7.8pp | 10.68%-13.3pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $1,355 | $2,021-32.9% | $3,587-62.2% | $2,203-38.5% |
| Participant deferral / active EE | $3,819 | $3,143+21.5% | $4,320-11.6% | $3,192+19.7% |
| Admin fee / account holder | $440 | $4,264-89.7% | $6,269-93.0% | $4,297-89.8% |