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 | $22,118 | $84,233-73.7% | $170,442-87.0% | $70,131-68.5% |
| Participation rate | 86.4% | 70.8%+15.5pp | 83.6%+2.8pp | 69.5%+16.8pp |
| Annual return | 12.06% | 23.06%-11.0pp | 205.93%-193.9pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,420 | $3,387-58.1% | $5,433-73.9% | $2,342-39.4% |
| Participant deferral / active EE | $1,365 | $3,086-55.8% | $4,939-72.4% | $3,332-59.0% |
| Admin fee / account holder | $780 | $5,698-86.3% | $13,880-94.4% | $4,645-83.2% |