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 | $27,751 | $48,230-42.5% | $67,502-58.9% | $80,856-65.7% |
| Participation rate | 98.1% | 66.4%+31.7pp | 72.9%+25.2pp | 67.6%+30.5pp |
| Annual return | 10.81% | 18.28%-7.5pp | 3512.12%-3501.3pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,679 | $2,020-16.9% | $2,731-38.5% | $2,755-39.0% |
| Participant deferral / active EE | $3,548 | $2,924+21.3% | $4,000-11.3% | $4,296-17.4% |
| Admin fee / account holder | $2,738 | $3,681-25.6% | $3,998-31.5% | $6,918-60.4% |