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 | $51,149 | $64,839-21.1% | $95,585-46.5% | $84,808-39.7% |
| Participation rate | 86.7% | 63.8%+22.8pp | 72.1%+14.6pp | 68.3%+18.4pp |
| Annual return | 12.69% | -670.96%+683.6pp | 38.56%-25.9pp | 40.90%-28.2pp |
| Employer contribution / active EE | $500 | $1,759-71.6% | $2,527-80.2% | $2,631-81.0% |
| Participant deferral / active EE | $4,345 | $2,965+46.5% | $4,023+8.0% | $4,212+3.2% |
| Admin fee / account holder | $2,530 | $5,964-57.6% | $6,127-58.7% | $7,344-65.5% |