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 | $54,360 | $63,346-14.2% | $92,233-41.1% | $70,131-22.5% |
| Participation rate | 70.0% | 68.7%+1.3pp | 76.5%-6.5pp | 69.5%+0.5pp |
| Annual return | 11.88% | 530.12%-518.2pp | 176.28%-164.4pp | 73.14%-61.3pp |
| Employer contribution / active EE | $946 | $2,471-61.7% | $3,679-74.3% | $2,342-59.6% |
| Participant deferral / active EE | $1,760 | $2,854-38.3% | $3,897-54.8% | $3,332-47.2% |
| Admin fee / account holder | $3,388 | $3,840-11.8% | $5,194-34.8% | $4,645-27.1% |