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 | $19,306 | $84,233-77.1% | $170,442-88.7% | $70,131-72.5% |
| Participation rate | 91.5% | 70.8%+20.7pp | 83.6%+7.9pp | 69.5%+21.9pp |
| Annual return | 11.02% | 23.06%-12.0pp | 205.93%-194.9pp | 73.14%-62.1pp |
| Employer contribution / active EE | $816 | $3,387-75.9% | $5,433-85.0% | $2,342-65.2% |
| Participant deferral / active EE | $1,979 | $3,086-35.9% | $4,939-59.9% | $3,332-40.6% |
| Admin fee / account holder | $683 | $5,698-88.0% | $13,880-95.1% | $4,645-85.3% |