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 | $31,137 | $111,754-72.1% | $103,333-69.9% | $145,922-78.7% |
| Participation rate | 79.2% | 77.9%+1.2pp | 74.5%+4.7pp | 80.3%-1.1pp |
| Annual return | 7.39% | 24.77%-17.4pp | 24.88%-17.5pp | 561.29%-553.9pp |
| Employer contribution / active EE | $2,005 | $4,212-52.4% | $3,868-48.2% | $4,660-57.0% |
| Participant deferral / active EE | $3,117 | $5,619-44.5% | $5,057-38.4% | $6,688-53.4% |
| Admin fee / account holder | $431 | $9,750-95.6% | $8,355-94.8% | $13,397-96.8% |