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 | $20,771 | $77,419-73.2% | $69,455-70.1% | $152,861-86.4% |
| Participation rate | 88.2% | 78.1%+10.1pp | 74.6%+13.6pp | 82.4%+5.8pp |
| Annual return | 1.14% | 39.06%-37.9pp | 28.97%-27.8pp | 345.32%-344.2pp |
| Employer contribution / active EE | $1,059 | $3,315-68.1% | $2,779-61.9% | $4,762-77.8% |
| Participant deferral / active EE | $2,504 | $4,414-43.3% | $3,535-29.2% | $5,850-57.2% |
| Admin fee / account holder | $1,670 | $6,207-73.1% | $3,839-56.5% | $11,596-85.6% |