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 | $31,953 | $74,927-57.4% | $101,794-68.6% | $84,808-62.3% |
| Participation rate | 89.2% | 61.4%+27.8pp | 69.2%+20.0pp | 68.3%+20.9pp |
| Annual return | 6.59% | 18.70%-12.1pp | 30.53%-23.9pp | 40.90%-34.3pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,438 | $3,099+75.5% | $4,084+33.1% | $4,212+29.1% |
| Admin fee / account holder | $4,055 | $6,514-37.8% | $8,777-53.8% | $7,344-44.8% |