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 | $28,410 | $65,561-56.7% | $86,188-67.0% | $75,163-62.2% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 10.39% | 46.05%-35.7pp | 1168.45%-1158.1pp | 160.62%-150.2pp |
| Employer contribution / active EE | $1,288 | $1,553-17.0% | $2,380-45.9% | $2,670-51.7% |
| Participant deferral / active EE | $1,831 | $3,024-39.4% | $3,985-54.1% | $4,125-55.6% |
| Admin fee / account holder | $550 | $5,474-90.0% | $6,852-92.0% | $5,651-90.3% |