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 | $20,623 | $85,202-75.8% | $172,739-88.1% | $72,985-71.7% |
| Participation rate | 95.2% | 70.1%+25.2pp | 82.6%+12.6pp | 69.5%+25.8pp |
| Annual return | 4.77% | 27.32%-22.6pp | 802.84%-798.1pp | 81.00%-76.2pp |
| Employer contribution / active EE | $1,233 | $3,324-62.9% | $5,143-76.0% | $2,440-49.5% |
| Participant deferral / active EE | $2,746 | $3,260-15.8% | $5,198-47.2% | $3,607-23.9% |
| Admin fee / account holder | $1,278 | $5,884-78.3% | $13,954-90.8% | $5,124-75.1% |