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 | $43,735 | $83,902-47.9% | $167,512-73.9% | $84,808-48.4% |
| Participation rate | 90.6% | 66.5%+24.2pp | 77.1%+13.6pp | 68.3%+22.3pp |
| Annual return | 12.75% | 91.55%-78.8pp | 1615.79%-1603.0pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,486 | $2,264-34.3% | $3,882-61.7% | $2,631-43.5% |
| Participant deferral / active EE | $3,279 | $4,442-26.2% | $6,405-48.8% | $4,212-22.1% |
| Admin fee / account holder | $5,173 | $7,915-34.6% | $9,769-47.0% | $7,344-29.6% |