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 | $32,084 | $57,281-44.0% | $86,612-63.0% | $75,163-57.3% |
| Participation rate | 71.4% | 63.2%+8.2pp | 71.7%-0.3pp | 67.2%+4.2pp |
| Annual return | 12.69% | 2670.75%-2658.1pp | 591.07%-578.4pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,101 | $2,314-52.4% | $3,022-63.6% | $2,670-58.8% |
| Participant deferral / active EE | $2,369 | $3,318-28.6% | $4,438-46.6% | $4,125-42.6% |
| Admin fee / account holder | $3,428 | $4,112-16.6% | $5,614-38.9% | $5,651-39.3% |