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 | $26,577 | $98,750-73.1% | $149,696-82.2% | $79,858-66.7% |
| Participation rate | 71.1% | 75.8%-4.7pp | 82.5%-11.4pp | 69.6%+1.4pp |
| Annual return | 2.72% | 27.43%-24.7pp | 276.60%-273.9pp | 31.71%-29.0pp |
| Employer contribution / active EE | $2,503 | $3,216-22.2% | $4,644-46.1% | $2,471+1.3% |
| Participant deferral / active EE | $4,003 | $5,680-29.5% | $6,842-41.5% | $3,740+7.0% |
| Admin fee / account holder | $535 | $6,053-91.2% | $9,309-94.3% | $5,306-89.9% |