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 | $56,010 | $58,828-4.8% | $77,999-28.2% | $62,891-10.9% |
| Participation rate | 98.1% | 71.1%+27.1pp | 75.5%+22.6pp | 69.3%+28.8pp |
| Annual return | -2.77% | 17.16%-19.9pp | 425.96%-428.7pp | 20.14%-22.9pp |
| Employer contribution / active EE | $1,000 | $1,672-40.2% | $2,470-59.5% | $2,281-56.2% |
| Participant deferral / active EE | $3,506 | $2,686+30.6% | $3,497+0.3% | $3,203+9.5% |
| Admin fee / account holder | $2,025 | $4,393-53.9% | $5,480-63.1% | $4,296-52.9% |