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 | $47,756 | $78,705-39.3% | $117,854-59.5% | $70,131-31.9% |
| Participation rate | 73.1% | 73.2%-0.1pp | 79.7%-6.6pp | 69.5%+3.5pp |
| Annual return | 7.60% | 23.30%-15.7pp | 335.08%-327.5pp | 73.14%-65.5pp |
| Employer contribution / active EE | $618 | $2,223-72.2% | $3,786-83.7% | $2,342-73.6% |
| Participant deferral / active EE | $1,519 | $3,297-53.9% | $4,482-66.1% | $3,332-54.4% |
| Admin fee / account holder | $1,175 | $5,065-76.8% | $8,020-85.4% | $4,645-74.7% |