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 | $31,956 | $58,512-45.4% | $84,015-62.0% | $72,985-56.2% |
| Participation rate | 93.5% | 61.2%+32.3pp | 69.0%+24.5pp | 69.5%+24.0pp |
| Annual return | 14.94% | 28.93%-14.0pp | 71.31%-56.4pp | 81.00%-66.1pp |
| Employer contribution / active EE | $1,127 | $1,163-3.1% | $1,983-43.2% | $2,440-53.8% |
| Participant deferral / active EE | $2,937 | $2,394+22.7% | $3,239-9.3% | $3,607-18.6% |
| Admin fee / account holder | $25,313 | $4,569+454.0% | $6,101+314.9% | $5,124+394.0% |