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 | $35,141 | $78,705-55.4% | $117,854-70.2% | $70,131-49.9% |
| Participation rate | 85.4% | 73.2%+12.2pp | 79.7%+5.8pp | 69.5%+15.9pp |
| Annual return | 9.16% | 23.30%-14.1pp | 335.08%-325.9pp | 73.14%-64.0pp |
| Employer contribution / active EE | $1,646 | $2,223-26.0% | $3,786-56.5% | $2,342-29.7% |
| Participant deferral / active EE | $2,973 | $3,297-9.8% | $4,482-33.7% | $3,332-10.8% |
| Admin fee / account holder | $21,339 | $5,065+321.3% | $8,020+166.1% | $4,645+359.4% |