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 | $20,500 | $133,922-84.7% | $116,228-82.4% | $142,382-85.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 3.30% | 147.76%-144.5pp | 90.06%-86.8pp | 217.08%-213.8pp |
| Employer contribution / active EE | $1,897 | $3,446-45.0% | $2,994-36.7% | $4,299-55.9% |
| Participant deferral / active EE | $2,467 | $5,672-56.5% | $4,953-50.2% | $6,507-62.1% |
| Admin fee / account holder | $58,724 | $14,945+292.9% | $11,989+389.8% | $12,624+365.2% |