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 | $38,915 | $85,202-54.3% | $172,739-77.5% | $72,985-46.7% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.6%+13.7pp | 69.5%+26.8pp |
| Annual return | 5.39% | 27.32%-21.9pp | 802.84%-797.5pp | 81.00%-75.6pp |
| Employer contribution / active EE | $639 | $3,324-80.8% | $5,143-87.6% | $2,440-73.8% |
| Participant deferral / active EE | $2,826 | $3,260-13.3% | $5,198-45.6% | $3,607-21.7% |
| Admin fee / account holder | $1,259 | $5,884-78.6% | $13,954-91.0% | $5,124-75.4% |