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 | $32,844 | $51,638-36.4% | $68,368-52.0% | $82,448-60.2% |
| Participation rate | 77.5% | 63.6%+13.9pp | 73.8%+3.7pp | 68.1%+9.4pp |
| Annual return | 7.93% | 37.53%-29.6pp | 292.57%-284.6pp | 41.64%-33.7pp |
| Employer contribution / active EE | $1,096 | $2,047-46.5% | $2,649-58.6% | $2,551-57.0% |
| Participant deferral / active EE | $1,981 | $2,914-32.0% | $4,123-52.0% | $4,139-52.2% |
| Admin fee / account holder | $554 | $4,643-88.1% | $5,150-89.2% | $7,234-92.3% |