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 | $52,397 | $99,985-47.6% | $146,665-64.3% | $85,850-39.0% |
| Participation rate | 78.4% | 73.1%+5.3pp | 80.1%-1.7pp | 69.3%+9.1pp |
| Annual return | 10.78% | 18.93%-8.2pp | 22.74%-12.0pp | 318.53%-307.8pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,974 | $4,006-0.8% | $5,506-27.8% | $3,952+0.6% |
| Admin fee / account holder | $3,342 | $7,702-56.6% | $10,280-67.5% | $6,260-46.6% |