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 | $58,585 | $94,031-37.7% | $115,768-49.4% | $82,448-28.9% |
| Participation rate | 82.5% | 70.4%+12.1pp | 74.4%+8.1pp | 68.1%+14.5pp |
| Annual return | 4.49% | 20.61%-16.1pp | 100.46%-96.0pp | 41.64%-37.1pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,054 | $3,972-48.3% | $4,917-58.2% | $4,139-50.4% |
| Admin fee / account holder | $2,415 | $10,249-76.4% | $12,439-80.6% | $7,234-66.6% |