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 | $23,852 | $84,233-71.7% | $170,442-86.0% | $70,131-66.0% |
| Participation rate | 92.9% | 70.8%+22.0pp | 83.6%+9.3pp | 69.5%+23.3pp |
| Annual return | 3.24% | 23.06%-19.8pp | 205.93%-202.7pp | 73.14%-69.9pp |
| Employer contribution / active EE | $944 | $3,387-72.1% | $5,433-82.6% | $2,342-59.7% |
| Participant deferral / active EE | $1,524 | $3,086-50.6% | $4,939-69.1% | $3,332-54.3% |
| Admin fee / account holder | $1,010 | $5,698-82.3% | $13,880-92.7% | $4,645-78.3% |