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 | $58,257 | $91,037-36.0% | $71,671-18.7% | $147,584-60.5% |
| Participation rate | 94.4% | 76.1%+18.3pp | 68.7%+25.7pp | 82.8%+11.6pp |
| Annual return | 0.42% | 20.48%-20.1pp | 20.65%-20.2pp | 578.55%-578.1pp |
| Employer contribution / active EE | $1,538 | $3,327-53.8% | $2,460-37.5% | $4,876-68.5% |
| Participant deferral / active EE | $2,239 | $4,498-50.2% | $3,438-34.9% | $5,439-58.8% |
| Admin fee / account holder | $7,275 | $8,613-15.5% | $5,558+30.9% | $10,885-33.2% |