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 | $114,276 | $80,812+41.4% | $160,784-28.9% | $82,448+38.6% |
| Participation rate | 74.1% | 66.2%+7.8pp | 77.0%-2.9pp | 68.1%+6.0pp |
| Annual return | 12.39% | 100.59%-88.2pp | 1803.92%-1791.5pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,009 | $2,174-53.6% | $3,733-73.0% | $2,551-60.5% |
| Participant deferral / active EE | $3,203 | $4,335-26.1% | $6,293-49.1% | $4,139-22.6% |
| Admin fee / account holder | $7,743 | $7,695+0.6% | $9,717-20.3% | $7,234+7.0% |