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 | $31,924 | $60,124-46.9% | $90,404-64.7% | $79,858-60.0% |
| Participation rate | 87.9% | 65.0%+22.9pp | 72.7%+15.2pp | 69.6%+18.2pp |
| Annual return | 6.51% | 71.94%-65.4pp | 1293.02%-1286.5pp | 31.71%-25.2pp |
| Employer contribution / active EE | $1,223 | $2,068-40.8% | $3,262-62.5% | $2,471-50.5% |
| Participant deferral / active EE | $3,429 | $2,938+16.7% | $3,963-13.5% | $3,740-8.3% |
| Admin fee / account holder | $1,763 | $3,976-55.7% | $5,611-68.6% | $5,306-66.8% |