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 | $22,919 | $53,127-56.9% | $86,590-73.5% | $70,131-67.3% |
| Participation rate | 80.0% | 65.3%+14.7pp | 73.5%+6.5pp | 69.5%+10.5pp |
| Annual return | 10.88% | 27.66%-16.8pp | 964.84%-954.0pp | 73.14%-62.3pp |
| Employer contribution / active EE | $956 | $2,068-53.8% | $2,839-66.3% | $2,342-59.2% |
| Participant deferral / active EE | $1,364 | $2,696-49.4% | $3,609-62.2% | $3,332-59.1% |
| Admin fee / account holder | $467 | $3,585-87.0% | $4,906-90.5% | $4,645-89.9% |