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 | $73,266 | $61,789+18.6% | $97,167-24.6% | $80,874-9.4% |
| Participation rate | 81.3% | 63.5%+17.8pp | 72.7%+8.6pp | 67.6%+13.6pp |
| Annual return | 8.26% | -557.90%+566.2pp | 75.27%-67.0pp | 35.62%-27.4pp |
| Employer contribution / active EE | $568 | $1,837-69.0% | $2,729-79.2% | $2,756-79.4% |
| Participant deferral / active EE | $3,139 | $3,028+3.6% | $4,264-26.4% | $4,297-26.9% |
| Admin fee / account holder | $1,478 | $5,168-71.4% | $5,650-73.8% | $6,935-78.7% |