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 | $31,350 | $91,190-65.6% | $178,490-82.4% | $79,858-60.7% |
| Participation rate | 76.1% | 69.2%+6.9pp | 81.9%-5.8pp | 69.6%+6.5pp |
| Annual return | 9.27% | 24.19%-14.9pp | 151.07%-141.8pp | 31.71%-22.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,861 | $3,236-42.5% | $5,202-64.2% | $3,740-50.2% |
| Admin fee / account holder | $9,553 | $6,751+41.5% | $13,984-31.7% | $5,306+80.0% |