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 | $42,190 | $83,902-49.7% | $167,512-74.8% | $84,808-50.3% |
| Participation rate | 82.8% | 66.5%+16.3pp | 77.1%+5.7pp | 68.3%+14.4pp |
| Annual return | 13.16% | 91.55%-78.4pp | 1615.79%-1602.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,087 | $2,264-52.0% | $3,882-72.0% | $2,631-58.7% |
| Participant deferral / active EE | $2,545 | $4,442-42.7% | $6,405-60.3% | $4,212-39.6% |
| Admin fee / account holder | $1,846 | $7,915-76.7% | $9,769-81.1% | $7,344-74.9% |