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 | $15,928 | $56,114-71.6% | $96,139-83.4% | $85,850-81.4% |
| Participation rate | 97.1% | 56.7%+40.4pp | 68.4%+28.7pp | 69.3%+27.8pp |
| Annual return | 11.08% | 42.30%-31.2pp | 191.94%-180.9pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,918 | $1,620+18.4% | $2,797-31.4% | $2,565-25.2% |
| Participant deferral / active EE | $3,756 | $2,859+31.4% | $4,349-13.6% | $3,952-5.0% |
| Admin fee / account holder | $509 | $3,768-86.5% | $5,537-90.8% | $6,260-91.9% |