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 | $37,564 | $60,124-37.5% | $90,404-58.4% | $79,858-53.0% |
| Participation rate | 98.8% | 65.0%+33.8pp | 72.7%+26.1pp | 69.6%+29.2pp |
| Annual return | 3.71% | 71.94%-68.2pp | 1293.02%-1289.3pp | 31.71%-28.0pp |
| Employer contribution / active EE | $2,007 | $2,068-2.9% | $3,262-38.5% | $2,471-18.8% |
| Participant deferral / active EE | $2,300 | $2,938-21.7% | $3,963-42.0% | $3,740-38.5% |
| Admin fee / account holder | $1,308 | $3,976-67.1% | $5,611-76.7% | $5,306-75.3% |