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 | $21,251 | $85,202-75.1% | $172,739-87.7% | $72,985-70.9% |
| Participation rate | 72.2% | 70.1%+2.2pp | 82.6%-10.4pp | 69.5%+2.7pp |
| Annual return | 4.04% | 27.32%-23.3pp | 802.84%-798.8pp | 81.00%-77.0pp |
| Employer contribution / active EE | $1,834 | $3,324-44.8% | $5,143-64.3% | $2,440-24.9% |
| Participant deferral / active EE | $1,304 | $3,260-60.0% | $5,198-74.9% | $3,607-63.9% |
| Admin fee / account holder | $1,097 | $5,884-81.4% | $13,954-92.1% | $5,124-78.6% |