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 | $46,700 | $70,428-33.7% | $96,562-51.6% | $85,850-45.6% |
| Participation rate | 89.7% | 61.8%+27.8pp | 69.8%+19.8pp | 69.3%+20.3pp |
| Annual return | 9.26% | 18.59%-9.3pp | 37.78%-28.5pp | 318.53%-309.3pp |
| Employer contribution / active EE | $609 | $1,413-56.9% | $2,356-74.2% | $2,565-76.3% |
| Participant deferral / active EE | $3,652 | $2,894+26.2% | $3,849-5.1% | $3,952-7.6% |
| Admin fee / account holder | $2,221 | $4,997-55.6% | $6,181-64.1% | $6,260-64.5% |