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 | $53,086 | $51,638+2.8% | $68,368-22.4% | $82,448-35.6% |
| Participation rate | 80.6% | 63.6%+16.9pp | 73.8%+6.8pp | 68.1%+12.5pp |
| Annual return | 13.21% | 37.53%-24.3pp | 292.57%-279.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $420 | $2,047-79.5% | $2,649-84.1% | $2,551-83.5% |
| Participant deferral / active EE | $1,924 | $2,914-34.0% | $4,123-53.3% | $4,139-53.5% |
| Admin fee / account holder | $6,232 | $4,643+34.2% | $5,150+21.0% | $7,234-13.9% |