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 5-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 | $25,752 | $64,839-60.3% | $95,585-73.1% | $84,808-69.6% |
| Participation rate | 90.7% | 63.8%+26.9pp | 72.1%+18.7pp | 68.3%+22.4pp |
| Annual return | 12.75% | -670.96%+683.7pp | 38.56%-25.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,044 | $1,759-40.6% | $2,527-58.7% | $2,631-60.3% |
| Participant deferral / active EE | $5,607 | $2,965+89.1% | $4,023+39.4% | $4,212+33.1% |
| Admin fee / account holder | $1,322 | $5,964-77.8% | $6,127-78.4% | $7,344-82.0% |