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 | $25,787 | $45,566-43.4% | $64,105-59.8% | $59,632-56.8% |
| Participation rate | 82.1% | 60.2%+22.0pp | 68.2%+14.0pp | 68.7%+13.5pp |
| Annual return | -2.99% | 4.95%-7.9pp | 791.24%-794.2pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $281 | $934-69.9% | $1,820-84.6% | $2,203-87.3% |
| Participant deferral / active EE | $1,342 | $2,057-34.8% | $2,822-52.4% | $3,192-58.0% |
| Admin fee / account holder | $441 | $3,268-86.5% | $4,499-90.2% | $4,297-89.7% |