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 | $13,913 | $49,922-72.1% | $80,569-82.7% | $75,163-81.5% |
| Participation rate | 83.3% | 55.3%+28.0pp | 67.0%+16.3pp | 67.2%+16.1pp |
| Annual return | 13.98% | 34.69%-20.7pp | 935.43%-921.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,226 | $2,990+7.9% | $4,447-27.5% | $4,125-21.8% |
| Admin fee / account holder | $606 | $3,577-83.1% | $5,377-88.7% | $5,651-89.3% |