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 | $23,403 | $58,828-60.2% | $77,999-70.0% | $62,891-62.8% |
| Participation rate | 95.2% | 71.1%+24.2pp | 75.5%+19.7pp | 69.3%+25.9pp |
| Annual return | 3.44% | 17.16%-13.7pp | 425.96%-422.5pp | 20.14%-16.7pp |
| Employer contribution / active EE | $1,599 | $1,672-4.3% | $2,470-35.3% | $2,281-29.9% |
| Participant deferral / active EE | $4,103 | $2,686+52.8% | $3,497+17.3% | $3,203+28.1% |
| Admin fee / account holder | $674 | $4,393-84.7% | $5,480-87.7% | $4,296-84.3% |