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 | $47,465 | $63,346-25.1% | $92,233-48.5% | $70,131-32.3% |
| Participation rate | 86.5% | 68.7%+17.8pp | 76.5%+10.0pp | 69.5%+16.9pp |
| Annual return | 11.44% | 530.12%-518.7pp | 176.28%-164.8pp | 73.14%-61.7pp |
| Employer contribution / active EE | $1,806 | $2,471-26.9% | $3,679-50.9% | $2,342-22.9% |
| Participant deferral / active EE | $2,084 | $2,854-27.0% | $3,897-46.5% | $3,332-37.4% |
| Admin fee / account holder | $2,002 | $3,840-47.9% | $5,194-61.4% | $4,645-56.9% |