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 | $19,776 | $77,899-74.6% | $149,673-86.8% | $75,163-73.7% |
| Participation rate | 97.8% | 65.6%+32.2pp | 78.8%+19.1pp | 67.2%+30.6pp |
| Annual return | 10.18% | 31.72%-21.5pp | 134.42%-124.2pp | 160.62%-150.4pp |
| Employer contribution / active EE | $1,407 | $3,137-55.1% | $4,818-70.8% | $2,670-47.3% |
| Participant deferral / active EE | $4,012 | $3,411+17.6% | $5,680-29.4% | $4,125-2.8% |
| Admin fee / account holder | $2,643 | $5,956-55.6% | $13,210-80.0% | $5,651-53.2% |