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 | $18,988 | $85,202-77.7% | $172,739-89.0% | $72,985-74.0% |
| Participation rate | 79.2% | 70.1%+9.1pp | 82.6%-3.5pp | 69.5%+9.7pp |
| Annual return | 14.17% | 27.32%-13.1pp | 802.84%-788.7pp | 81.00%-66.8pp |
| Employer contribution / active EE | $1,739 | $3,324-47.7% | $5,143-66.2% | $2,440-28.7% |
| Participant deferral / active EE | $2,525 | $3,260-22.6% | $5,198-51.4% | $3,607-30.0% |
| Admin fee / account holder | $2,372 | $5,884-59.7% | $13,954-83.0% | $5,124-53.7% |