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 | $36,009 | $68,573-47.5% | $120,368-70.1% | $80,874-55.5% |
| Participation rate | 76.9% | 61.6%+15.3pp | 71.9%+5.0pp | 67.6%+9.3pp |
| Annual return | 9.39% | 23.61%-14.2pp | 107.26%-97.9pp | 35.62%-26.2pp |
| Employer contribution / active EE | $1,162 | $2,052-43.4% | $3,465-66.5% | $2,756-57.8% |
| Participant deferral / active EE | $3,812 | $3,174+20.1% | $4,991-23.6% | $4,297-11.3% |
| Admin fee / account holder | $10,383 | $5,734+81.1% | $9,429+10.1% | $6,935+49.7% |