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 | $29,395 | $53,127-44.7% | $86,590-66.1% | $70,131-58.1% |
| Participation rate | 74.4% | 65.3%+9.1pp | 73.5%+0.9pp | 69.5%+4.9pp |
| Annual return | 12.02% | 27.66%-15.6pp | 964.84%-952.8pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,289 | $2,068-37.7% | $2,839-54.6% | $2,342-45.0% |
| Participant deferral / active EE | $3,226 | $2,696+19.7% | $3,609-10.6% | $3,332-3.2% |
| Admin fee / account holder | $974 | $3,585-72.8% | $4,906-80.2% | $4,645-79.0% |