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 | $33,013 | $84,233-60.8% | $170,442-80.6% | $70,131-52.9% |
| Participation rate | 87.9% | 70.8%+17.0pp | 83.6%+4.3pp | 69.5%+18.3pp |
| Annual return | 7.83% | 23.06%-15.2pp | 205.93%-198.1pp | 73.14%-65.3pp |
| Employer contribution / active EE | $2,590 | $3,387-23.5% | $5,433-52.3% | $2,342+10.6% |
| Participant deferral / active EE | $1,904 | $3,086-38.3% | $4,939-61.4% | $3,332-42.8% |
| Admin fee / account holder | $775 | $5,698-86.4% | $13,880-94.4% | $4,645-83.3% |