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 | $32,218 | $44,960-28.3% | $84,966-62.1% | $74,495-56.8% |
| Participation rate | 74.3% | 49.4%+24.9pp | 67.5%+6.8pp | 67.2%+7.1pp |
| Annual return | 10.66% | 26.24%-15.6pp | 66.38%-55.7pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $520 | $1,457-64.3% | $2,727-80.9% | $2,623-80.2% |
| Participant deferral / active EE | $2,222 | $2,731-18.6% | $4,519-50.8% | $4,346-48.9% |
| Admin fee / account holder | $4,808 | $2,209+117.6% | $6,149-21.8% | $1,942+147.6% |