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 | $33,585 | $83,902-60.0% | $167,512-80.0% | $84,808-60.4% |
| Participation rate | 97.8% | 66.5%+31.3pp | 77.1%+20.7pp | 68.3%+29.5pp |
| Annual return | 13.18% | 91.55%-78.4pp | 1615.79%-1602.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,392 | $2,264-38.5% | $3,882-64.2% | $2,631-47.1% |
| Participant deferral / active EE | $2,702 | $4,442-39.2% | $6,405-57.8% | $4,212-35.9% |
| Admin fee / account holder | $1,582 | $7,915-80.0% | $9,769-83.8% | $7,344-78.5% |