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 | $80,812-47.8% | $160,784-73.8% | $82,448-48.8% |
| Participation rate | 82.8% | 66.2%+16.5pp | 77.0%+5.8pp | 68.1%+14.7pp |
| Annual return | 13.16% | 100.59%-87.4pp | 1803.92%-1790.8pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,087 | $2,174-50.0% | $3,733-70.9% | $2,551-57.4% |
| Participant deferral / active EE | $2,545 | $4,335-41.3% | $6,293-59.6% | $4,139-38.5% |
| Admin fee / account holder | $1,846 | $7,695-76.0% | $9,717-81.0% | $7,234-74.5% |