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 | $46,287 | $48,570-4.7% | $130,648-64.6% | $72,985-36.6% |
| Participation rate | 96.2% | 58.6%+37.6pp | 71.7%+24.4pp | 69.5%+26.7pp |
| Annual return | 16.44% | 38.63%-22.2pp | 1708.96%-1692.5pp | 81.00%-64.6pp |
| Employer contribution / active EE | $841 | $1,334-36.9% | $4,092-79.4% | $2,440-65.5% |
| Participant deferral / active EE | $2,688 | $2,384+12.8% | $3,603-25.4% | $3,607-25.5% |
| Admin fee / account holder | $665 | $3,549-81.3% | $5,464-87.8% | $5,124-87.0% |