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 | $46,351 | $71,057-34.8% | $93,654-50.5% | $80,874-42.7% |
| Participation rate | 81.3% | 60.4%+20.8pp | 68.7%+12.5pp | 67.6%+13.6pp |
| Annual return | 5.41% | 11.26%-5.9pp | 133.34%-127.9pp | 35.62%-30.2pp |
| Employer contribution / active EE | $2,345 | $1,564+49.9% | $2,421-3.1% | $2,756-14.9% |
| Participant deferral / active EE | $3,547 | $4,034-12.1% | $4,413-19.6% | $4,297-17.5% |
| Admin fee / account holder | $4,564 | $6,944-34.3% | $8,282-44.9% | $6,935-34.2% |