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 | $28,794 | $27,915+3.1% | $58,482-50.8% | $75,163-61.7% |
| Participation rate | 88.6% | 38.8%+49.7pp | 50.9%+37.7pp | 67.2%+21.4pp |
| Annual return | 8.23% | 44.20%-36.0pp | 4239.32%-4231.1pp | 160.62%-152.4pp |
| Employer contribution / active EE | $406 | $669-39.3% | $1,053-61.5% | $2,670-84.8% |
| Participant deferral / active EE | $2,393 | $1,201+99.2% | $1,924+24.4% | $4,125-42.0% |
| Admin fee / account holder | $2,093 | $1,726+21.3% | $2,516-16.8% | $5,651-63.0% |