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 | $32,773 | $48,750-32.8% | $88,946-63.2% | $74,304-55.9% |
| Participation rate | 84.2% | 44.5%+39.7pp | 68.8%+15.3pp | 60.3%+23.8pp |
| Annual return | 12.06% | 25.91%-13.9pp | 57.82%-45.8pp | 29.43%-17.4pp |
| Employer contribution / active EE | $624 | $1,255-50.3% | $2,555-75.6% | $2,241-72.2% |
| Participant deferral / active EE | $2,802 | $2,423+15.7% | $4,581-38.8% | $3,767-25.6% |
| Admin fee / account holder | $5,874 | $3,756+56.4% | $8,261-28.9% | $2,969+97.8% |