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 | $37,629 | $51,638-27.1% | $68,368-45.0% | $82,448-54.4% |
| Participation rate | 70.4% | 63.6%+6.8pp | 73.8%-3.4pp | 68.1%+2.3pp |
| Annual return | 11.12% | 37.53%-26.4pp | 292.57%-281.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $766 | $2,047-62.6% | $2,649-71.1% | $2,551-70.0% |
| Participant deferral / active EE | $801 | $2,914-72.5% | $4,123-80.6% | $4,139-80.6% |
| Admin fee / account holder | $1,303 | $4,643-71.9% | $5,150-74.7% | $7,234-82.0% |