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 | $58,632 | $109,359-46.4% | $162,163-63.8% | $72,985-19.7% |
| Participation rate | 73.8% | 84.3%-10.4pp | 87.6%-13.7pp | 69.5%+4.4pp |
| Annual return | 17.12% | 25.46%-8.3pp | 115.59%-98.5pp | 81.00%-63.9pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,097 | $5,481-7.0% | $7,298-30.2% | $3,607+41.3% |
| Admin fee / account holder | $8,103 | $7,972+1.6% | $10,843-25.3% | $5,124+58.1% |