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 | $13,982 | $80,717-82.7% | $154,803-91.0% | $84,808-83.5% |
| Participation rate | 96.5% | 66.8%+29.7pp | 78.1%+18.4pp | 68.3%+28.2pp |
| Annual return | 9.87% | 37.96%-28.1pp | 58.88%-49.0pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,892 | $2,761-31.5% | $4,305-56.1% | $2,631-28.1% |
| Participant deferral / active EE | $990 | $3,303-70.0% | $5,540-82.1% | $4,212-76.5% |
| Admin fee / account holder | $840 | $6,746-87.5% | $14,329-94.1% | $7,344-88.6% |