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 | $31,909 | $47,479-32.8% | $62,929-49.3% | $82,448-61.3% |
| Participation rate | 97.1% | 66.9%+30.2pp | 73.1%+23.9pp | 68.1%+29.0pp |
| Annual return | 10.50% | 20.34%-9.8pp | 1063.93%-1053.4pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,345 | $1,885-28.7% | $2,505-46.3% | $2,551-47.3% |
| Participant deferral / active EE | $2,072 | $2,870-27.8% | $3,888-46.7% | $4,139-49.9% |
| Admin fee / account holder | $1,946 | $3,804-48.8% | $5,065-61.6% | $7,234-73.1% |