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 | $57,456 | $60,124-4.4% | $90,404-36.4% | $79,858-28.1% |
| Participation rate | 87.5% | 65.0%+22.5pp | 72.7%+14.8pp | 69.6%+17.9pp |
| Annual return | 3.97% | 71.94%-68.0pp | 1293.02%-1289.1pp | 31.71%-27.7pp |
| Employer contribution / active EE | $502 | $2,068-75.7% | $3,262-84.6% | $2,471-79.7% |
| Participant deferral / active EE | $2,566 | $2,938-12.7% | $3,963-35.2% | $3,740-31.4% |
| Admin fee / account holder | $439 | $3,976-89.0% | $5,611-92.2% | $5,306-91.7% |