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 | $29,070 | $48,570-40.1% | $130,648-77.7% | $72,985-60.2% |
| Participation rate | 81.8% | 58.6%+23.2pp | 71.7%+10.1pp | 69.5%+12.3pp |
| Annual return | 4.79% | 38.63%-33.8pp | 1708.96%-1704.2pp | 81.00%-76.2pp |
| Employer contribution / active EE | $1,048 | $1,334-21.4% | $4,092-74.4% | $2,440-57.0% |
| Participant deferral / active EE | $2,864 | $2,384+20.2% | $3,603-20.5% | $3,607-20.6% |
| Admin fee / account holder | $6,109 | $3,549+72.1% | $5,464+11.8% | $5,124+19.2% |