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 | $24,686 | $65,561-62.3% | $86,188-71.4% | $75,163-67.2% |
| Participation rate | 86.5% | 60.5%+26.0pp | 69.0%+17.5pp | 67.2%+19.3pp |
| Annual return | 10.77% | 46.05%-35.3pp | 1168.45%-1157.7pp | 160.62%-149.8pp |
| Employer contribution / active EE | $622 | $1,553-60.0% | $2,380-73.9% | $2,670-76.7% |
| Participant deferral / active EE | $3,361 | $3,024+11.2% | $3,985-15.7% | $4,125-18.5% |
| Admin fee / account holder | $2,629 | $5,474-52.0% | $6,852-61.6% | $5,651-53.5% |