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 | $35,345 | $74,888-52.8% | $71,209-50.4% | $142,382-75.2% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.1%+6.5pp |
| Annual return | 9.75% | 345.14%-335.4pp | 282.51%-272.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $428 | $2,854-85.0% | $2,721-84.3% | $4,299-90.0% |
| Participant deferral / active EE | $2,997 | $4,454-32.7% | $4,175-28.2% | $6,507-53.9% |
| Admin fee / account holder | $6,635 | $5,568+19.1% | $5,349+24.0% | $12,624-47.4% |