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 | $22,435 | $85,202-73.7% | $172,739-87.0% | $72,985-69.3% |
| Participation rate | 88.6% | 70.1%+18.5pp | 82.6%+5.9pp | 69.5%+19.1pp |
| Annual return | 1.94% | 27.32%-25.4pp | 802.84%-800.9pp | 81.00%-79.1pp |
| Employer contribution / active EE | $683 | $3,324-79.4% | $5,143-86.7% | $2,440-72.0% |
| Participant deferral / active EE | $1,461 | $3,260-55.2% | $5,198-71.9% | $3,607-59.5% |
| Admin fee / account holder | $500 | $5,884-91.5% | $13,954-96.4% | $5,124-90.2% |