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 | $35,186 | $58,208-39.6% | $81,812-57.0% | $80,856-56.5% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.3%+23.7pp | 67.6%+28.4pp |
| Annual return | 9.94% | 41.66%-31.7pp | 773.79%-763.8pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,909 | $2,340-18.4% | $2,912-34.5% | $2,755-30.7% |
| Participant deferral / active EE | $2,280 | $3,281-30.5% | $4,319-47.2% | $4,296-46.9% |
| Admin fee / account holder | $790 | $4,981-84.1% | $7,386-89.3% | $6,918-88.6% |