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 | $34,417 | $86,332-60.1% | $125,175-72.5% | $65,185-47.2% |
| Participation rate | 96.1% | 75.3%+20.8pp | 79.8%+16.3pp | 70.2%+25.9pp |
| Annual return | 9.38% | 27.43%-18.1pp | 43.79%-34.4pp | 29.38%-20.0pp |
| Employer contribution / active EE | $1,172 | $2,040-42.5% | $3,865-69.7% | $2,177-46.1% |
| Participant deferral / active EE | $2,090 | $3,537-40.9% | $4,937-57.7% | $3,514-40.5% |
| Admin fee / account holder | $19,845 | $609+3157.6% | $9,702+104.5% | $847+2242.8% |