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 | $20,521 | $84,233-75.6% | $170,442-88.0% | $70,131-70.7% |
| Participation rate | 96.6% | 70.8%+25.8pp | 83.6%+13.0pp | 69.5%+27.1pp |
| Annual return | 8.62% | 23.06%-14.4pp | 205.93%-197.3pp | 73.14%-64.5pp |
| Employer contribution / active EE | $1,479 | $3,387-56.3% | $5,433-72.8% | $2,342-36.9% |
| Participant deferral / active EE | $1,404 | $3,086-54.5% | $4,939-71.6% | $3,332-57.9% |
| Admin fee / account holder | $967 | $5,698-83.0% | $13,880-93.0% | $4,645-79.2% |