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 | $33,615 | $105,181-68.0% | $159,436-78.9% | $85,850-60.8% |
| Participation rate | 82.0% | 75.8%+6.2pp | 82.8%-0.8pp | 69.3%+12.7pp |
| Annual return | 10.80% | 45.07%-34.3pp | 263.57%-252.8pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,320 | $3,318-60.2% | $4,829-72.7% | $2,565-48.6% |
| Participant deferral / active EE | $3,732 | $5,945-37.2% | $7,352-49.2% | $3,952-5.5% |
| Admin fee / account holder | $2,745 | $6,933-60.4% | $10,799-74.6% | $6,260-56.1% |