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 | $48,391 | $85,202-43.2% | $172,739-72.0% | $72,985-33.7% |
| Participation rate | 97.9% | 70.1%+27.9pp | 82.6%+15.3pp | 69.5%+28.4pp |
| Annual return | 15.67% | 27.32%-11.7pp | 802.84%-787.2pp | 81.00%-65.3pp |
| Employer contribution / active EE | $2,432 | $3,324-26.8% | $5,143-52.7% | $2,440-0.3% |
| Participant deferral / active EE | $3,116 | $3,260-4.4% | $5,198-40.0% | $3,607-13.6% |
| Admin fee / account holder | $1,150 | $5,884-80.5% | $13,954-91.8% | $5,124-77.6% |