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 | $46,093 | $25,014+84.3% | $69,647-33.8% | $80,856-43.0% |
| Participation rate | 79.5% | 64.2%+15.3pp | 66.5%+13.1pp | 67.6%+11.9pp |
| Annual return | 9.05% | 19.07%-10.0pp | 100.48%-91.4pp | 35.59%-26.5pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,173 | $1,839+18.2% | $2,886-24.7% | $4,296-49.4% |
| Admin fee / account holder | $667 | $2,488-73.2% | $4,713-85.9% | $6,918-90.4% |