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 | $31,551 | $77,899-59.5% | $149,673-78.9% | $75,163-58.0% |
| Participation rate | 79.3% | 65.6%+13.7pp | 78.8%+0.5pp | 67.2%+12.1pp |
| Annual return | 13.29% | 31.72%-18.4pp | 134.42%-121.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,271 | $3,137-59.5% | $4,818-73.6% | $2,670-52.4% |
| Participant deferral / active EE | $877 | $3,411-74.3% | $5,680-84.6% | $4,125-78.7% |
| Admin fee / account holder | $599 | $5,956-90.0% | $13,210-95.5% | $5,651-89.4% |