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 | $25,764 | $77,314-66.7% | $177,989-85.5% | $80,856-68.1% |
| Participation rate | 96.8% | 65.7%+31.1pp | 77.1%+19.7pp | 67.6%+29.1pp |
| Annual return | 9.12% | 18.09%-9.0pp | 294.48%-285.4pp | 35.59%-26.5pp |
| Employer contribution / active EE | $593 | $2,292-74.1% | $3,949-85.0% | $2,755-78.5% |
| Participant deferral / active EE | $1,959 | $4,411-55.6% | $6,276-68.8% | $4,296-54.4% |
| Admin fee / account holder | $2,938 | $7,191-59.1% | $10,363-71.6% | $6,918-57.5% |