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 | $28,410 | $60,022-52.7% | $88,946-68.1% | $84,808-66.5% |
| Participation rate | 82.6% | 57.8%+24.8pp | 68.8%+13.8pp | 68.3%+14.3pp |
| Annual return | 3.93% | 22.43%-18.5pp | 57.82%-53.9pp | 40.90%-37.0pp |
| Employer contribution / active EE | $7,653 | $1,703+349.4% | $2,555+199.5% | $2,631+190.9% |
| Participant deferral / active EE | $1,075 | $3,114-65.5% | $4,581-76.5% | $4,212-74.5% |
| Admin fee / account holder | $3,471 | $4,811-27.9% | $8,261-58.0% | $7,344-52.7% |