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 | $28,902 | $91,190-68.3% | $178,490-83.8% | $79,858-63.8% |
| Participation rate | 84.6% | 69.2%+15.4pp | 81.9%+2.7pp | 69.6%+15.0pp |
| Annual return | 2.61% | 24.19%-21.6pp | 151.07%-148.5pp | 31.71%-29.1pp |
| Employer contribution / active EE | $1,274 | $3,256-60.9% | $5,011-74.6% | $2,471-48.4% |
| Participant deferral / active EE | $2,082 | $3,236-35.7% | $5,202-60.0% | $3,740-44.3% |
| Admin fee / account holder | $6,206 | $6,751-8.1% | $13,984-55.6% | $5,306+16.9% |