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 | $19,961 | $91,190-78.1% | $178,490-88.8% | $79,858-75.0% |
| Participation rate | 87.8% | 69.2%+18.6pp | 81.9%+5.9pp | 69.6%+18.2pp |
| Annual return | 8.52% | 24.19%-15.7pp | 151.07%-142.6pp | 31.71%-23.2pp |
| Employer contribution / active EE | $2,591 | $3,256-20.4% | $5,011-48.3% | $2,471+4.9% |
| Participant deferral / active EE | $2,183 | $3,236-32.5% | $5,202-58.0% | $3,740-41.6% |
| Admin fee / account holder | $23,143 | $6,751+242.8% | $13,984+65.5% | $5,306+336.1% |