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 | $31,588 | $65,041-51.4% | $90,951-65.3% | $79,858-60.4% |
| Participation rate | 81.5% | 61.6%+19.9pp | 69.0%+12.5pp | 69.6%+11.8pp |
| Annual return | 8.33% | 30.45%-22.1pp | 134.60%-126.3pp | 31.71%-23.4pp |
| Employer contribution / active EE | $3,846 | $1,247+208.4% | $2,122+81.3% | $2,471+55.7% |
| Participant deferral / active EE | $1,563 | $2,512-37.8% | $3,373-53.7% | $3,740-58.2% |
| Admin fee / account holder | $1,266 | $4,536-72.1% | $5,959-78.8% | $5,306-76.1% |