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 | $45,372 | $53,777-15.6% | $134,143-66.2% | $79,858-43.2% |
| Participation rate | 93.2% | 58.8%+34.4pp | 72.2%+21.0pp | 69.6%+23.6pp |
| Annual return | -1.49% | 19.01%-20.5pp | 36.33%-37.8pp | 31.71%-33.2pp |
| Employer contribution / active EE | $1,716 | $1,321+29.9% | $3,704-53.7% | $2,471-30.5% |
| Participant deferral / active EE | $3,309 | $2,420+36.8% | $3,499-5.4% | $3,740-11.5% |
| Admin fee / account holder | $435 | $3,984-89.1% | $6,684-93.5% | $5,306-91.8% |