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 | $96,163 | $70,428+36.5% | $96,562-0.4% | $85,850+12.0% |
| Participation rate | 90.0% | 61.8%+28.2pp | 69.8%+20.2pp | 69.3%+20.7pp |
| Annual return | 10.56% | 18.59%-8.0pp | 37.78%-27.2pp | 318.53%-308.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,069 | $2,894+109.7% | $3,849+57.7% | $3,952+53.6% |
| Admin fee / account holder | $2,191 | $4,997-56.2% | $6,181-64.6% | $6,260-65.0% |