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 | $35,019 | $95,416-63.3% | $185,823-81.2% | $85,850-59.2% |
| Participation rate | 78.0% | 68.8%+9.2pp | 81.7%-3.7pp | 69.3%+8.7pp |
| Annual return | 8.23% | 23.59%-15.4pp | 122.05%-113.8pp | 318.53%-310.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,489 | $3,423+31.1% | $5,568-19.4% | $3,952+13.6% |
| Admin fee / account holder | $2,772 | $7,213-61.6% | $16,237-82.9% | $6,260-55.7% |