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 | $36,762 | $58,879-37.6% | $178,490-79.4% | $73,488-50.0% |
| Participation rate | 85.3% | 66.2%+19.1pp | 81.9%+3.4pp | 70.7%+14.6pp |
| Annual return | 1.37% | 24.86%-23.5pp | 151.07%-149.7pp | 28.51%-27.1pp |
| Employer contribution / active EE | $1,152 | $2,236-48.5% | $5,011-77.0% | $2,270-49.2% |
| Participant deferral / active EE | $1,441 | $2,567-43.9% | $5,202-72.3% | $3,740-61.5% |
| Admin fee / account holder | $2,634 | $400+558.0% | $13,984-81.2% | $513+413.4% |