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 | $65,897 | $71,050-7.3% | $93,606-29.6% | $80,856-18.5% |
| Participation rate | 79.7% | 60.4%+19.3pp | 68.7%+10.9pp | 67.6%+12.0pp |
| Annual return | 9.08% | 11.26%-2.2pp | 133.20%-124.1pp | 35.59%-26.5pp |
| Employer contribution / active EE | $844 | $1,564-46.0% | $2,420-65.1% | $2,755-69.4% |
| Participant deferral / active EE | $4,798 | $4,034+19.0% | $4,411+8.8% | $4,296+11.7% |
| Admin fee / account holder | $1,280 | $6,945-81.6% | $8,285-84.5% | $6,918-81.5% |