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 | $14,134 | $46,553-69.6% | $64,056-77.9% | $75,163-81.2% |
| Participation rate | 83.8% | 65.9%+17.8pp | 72.3%+11.4pp | 67.2%+16.6pp |
| Annual return | 10.97% | 26.03%-15.1pp | 33.69%-22.7pp | 160.62%-149.7pp |
| Employer contribution / active EE | $1,031 | $1,974-47.8% | $2,747-62.5% | $2,670-61.4% |
| Participant deferral / active EE | $891 | $2,837-68.6% | $3,880-77.0% | $4,125-78.4% |
| Admin fee / account holder | $2,700 | $2,952-8.5% | $3,068-12.0% | $5,651-52.2% |