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 | $28,481 | $39,019-27.0% | $80,716-64.7% | $85,850-66.8% |
| Participation rate | 81.8% | 41.5%+40.3pp | 54.2%+27.7pp | 69.3%+12.5pp |
| Annual return | 10.80% | 26.27%-15.5pp | 87.28%-76.5pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,436 | $722+98.9% | $1,160+23.8% | $2,565-44.0% |
| Participant deferral / active EE | $3,094 | $1,326+133.4% | $2,146+44.2% | $3,952-21.7% |
| Admin fee / account holder | $915 | $2,431-62.4% | $3,380-72.9% | $6,260-85.4% |