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 | $30,348 | $77,899-61.0% | $149,673-79.7% | $75,163-59.6% |
| Participation rate | 81.4% | 65.6%+15.8pp | 78.8%+2.6pp | 67.2%+14.2pp |
| Annual return | 10.39% | 31.72%-21.3pp | 134.42%-124.0pp | 160.62%-150.2pp |
| Employer contribution / active EE | $948 | $3,137-69.8% | $4,818-80.3% | $2,670-64.5% |
| Participant deferral / active EE | $2,415 | $3,411-29.2% | $5,680-57.5% | $4,125-41.5% |
| Admin fee / account holder | $2,215 | $5,956-62.8% | $13,210-83.2% | $5,651-60.8% |