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 | $27,195 | $78,672-65.4% | $109,143-75.1% | $85,850-68.3% |
| Participation rate | 84.1% | 68.3%+15.9pp | 75.9%+8.3pp | 69.3%+14.8pp |
| Annual return | 10.69% | 25.09%-14.4pp | 25.75%-15.1pp | 318.53%-307.8pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,207 | $3,467-36.4% | $4,653-52.6% | $3,952-44.2% |
| Admin fee / account holder | $1,407 | $5,469-74.3% | $6,752-79.2% | $6,260-77.5% |