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 | $49,914 | $98,750-49.5% | $149,696-66.7% | $79,858-37.5% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.5%-5.1pp | 69.6%+7.8pp |
| Annual return | 12.16% | 27.43%-15.3pp | 276.60%-264.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $637 | $3,216-80.2% | $4,644-86.3% | $2,471-74.2% |
| Participant deferral / active EE | $2,832 | $5,680-50.1% | $6,842-58.6% | $3,740-24.3% |
| Admin fee / account holder | $1,642 | $6,053-72.9% | $9,309-82.4% | $5,306-69.1% |