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 | $26,951 | $91,190-70.4% | $178,490-84.9% | $79,858-66.3% |
| Participation rate | 82.6% | 69.2%+13.4pp | 81.9%+0.7pp | 69.6%+13.0pp |
| Annual return | 4.91% | 24.19%-19.3pp | 151.07%-146.2pp | 31.71%-26.8pp |
| Employer contribution / active EE | $1,570 | $3,256-51.8% | $5,011-68.7% | $2,471-36.5% |
| Participant deferral / active EE | $1,336 | $3,236-58.7% | $5,202-74.3% | $3,740-64.3% |
| Admin fee / account holder | $849 | $6,751-87.4% | $13,984-93.9% | $5,306-84.0% |