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 | $37,859 | $60,124-37.0% | $90,404-58.1% | $79,858-52.6% |
| Participation rate | 77.4% | 65.0%+12.4pp | 72.7%+4.7pp | 69.6%+7.8pp |
| Annual return | 2.21% | 71.94%-69.7pp | 1293.02%-1290.8pp | 31.71%-29.5pp |
| Employer contribution / active EE | $1,808 | $2,068-12.6% | $3,262-44.6% | $2,471-26.8% |
| Participant deferral / active EE | $3,544 | $2,938+20.6% | $3,963-10.6% | $3,740-5.3% |
| Admin fee / account holder | $3,399 | $3,976-14.5% | $5,611-39.4% | $5,306-35.9% |