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 | $32,844 | $54,705-40.0% | $71,209-53.9% | $84,808-61.3% |
| Participation rate | 77.5% | 64.1%+13.4pp | 73.8%+3.7pp | 68.3%+9.2pp |
| Annual return | 7.93% | 35.90%-28.0pp | 282.51%-274.6pp | 40.90%-33.0pp |
| Employer contribution / active EE | $1,096 | $2,158-49.2% | $2,721-59.7% | $2,631-58.4% |
| Participant deferral / active EE | $1,981 | $3,030-34.6% | $4,175-52.6% | $4,212-53.0% |
| Admin fee / account holder | $554 | $4,863-88.6% | $5,349-89.6% | $7,344-92.5% |