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 | $32,331 | $85,202-62.1% | $172,739-81.3% | $72,985-55.7% |
| Participation rate | 95.1% | 70.1%+25.1pp | 82.6%+12.5pp | 69.5%+25.6pp |
| Annual return | 12.28% | 27.32%-15.0pp | 802.84%-790.6pp | 81.00%-68.7pp |
| Employer contribution / active EE | $1,333 | $3,324-59.9% | $5,143-74.1% | $2,440-45.3% |
| Participant deferral / active EE | $1,125 | $3,260-65.5% | $5,198-78.4% | $3,607-68.8% |
| Admin fee / account holder | $1,951 | $5,884-66.8% | $13,954-86.0% | $5,124-61.9% |