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 | $37,812 | $84,233-55.1% | $170,442-77.8% | $70,131-46.1% |
| Participation rate | 93.0% | 70.8%+22.1pp | 83.6%+9.4pp | 69.5%+23.4pp |
| Annual return | 7.70% | 23.06%-15.4pp | 205.93%-198.2pp | 73.14%-65.4pp |
| Employer contribution / active EE | $785 | $3,387-76.8% | $5,433-85.5% | $2,342-66.5% |
| Participant deferral / active EE | $2,500 | $3,086-19.0% | $4,939-49.4% | $3,332-25.0% |
| Admin fee / account holder | $3,854 | $5,698-32.4% | $13,880-72.2% | $4,645-17.0% |