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 | $21,186 | $81,248-73.9% | $155,509-86.4% | $80,856-73.8% |
| Participation rate | 93.3% | 66.2%+27.1pp | 78.2%+15.1pp | 67.6%+25.7pp |
| Annual return | 9.93% | 33.31%-23.4pp | 64.67%-54.7pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,290 | $3,100-26.1% | $4,672-51.0% | $2,755-16.9% |
| Participant deferral / active EE | $1,787 | $3,452-48.2% | $5,626-68.2% | $4,296-58.4% |
| Admin fee / account holder | $306 | $7,997-96.2% | $15,912-98.1% | $6,918-95.6% |