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 | $31,183 | $91,190-65.8% | $178,490-82.5% | $79,858-61.0% |
| Participation rate | 74.4% | 69.2%+5.2pp | 81.9%-7.6pp | 69.6%+4.7pp |
| Annual return | 4.43% | 24.19%-19.8pp | 151.07%-146.6pp | 31.71%-27.3pp |
| Employer contribution / active EE | $3,059 | $3,256-6.0% | $5,011-38.9% | $2,471+23.8% |
| Participant deferral / active EE | $2,059 | $3,236-36.4% | $5,202-60.4% | $3,740-44.9% |
| Admin fee / account holder | $2,729 | $6,751-59.6% | $13,984-80.5% | $5,306-48.6% |