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 | $16,815 | $60,124-72.0% | $90,404-81.4% | $79,858-78.9% |
| Participation rate | 97.3% | 65.0%+32.3pp | 72.7%+24.6pp | 69.6%+27.7pp |
| Annual return | 1.40% | 71.94%-70.5pp | 1293.02%-1291.6pp | 31.71%-30.3pp |
| Employer contribution / active EE | $1,269 | $2,068-38.6% | $3,262-61.1% | $2,471-48.7% |
| Participant deferral / active EE | $2,412 | $2,938-17.9% | $3,963-39.1% | $3,740-35.5% |
| Admin fee / account holder | $651 | $3,976-83.6% | $5,611-88.4% | $5,306-87.7% |