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 | $29,903 | $54,705-45.3% | $71,209-58.0% | $84,808-64.7% |
| Participation rate | 80.2% | 64.1%+16.2pp | 73.8%+6.5pp | 68.3%+11.9pp |
| Annual return | 11.94% | 35.90%-24.0pp | 282.51%-270.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $598 | $2,158-72.3% | $2,721-78.0% | $2,631-77.3% |
| Participant deferral / active EE | $3,557 | $3,030+17.4% | $4,175-14.8% | $4,212-15.5% |
| Admin fee / account holder | $6,541 | $4,863+34.5% | $5,349+22.3% | $7,344-10.9% |