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 | $17,269 | $35,183-50.9% | $73,545-76.5% | $70,131-75.4% |
| Participation rate | 75.6% | 42.9%+32.7pp | 54.9%+20.7pp | 69.5%+6.1pp |
| Annual return | 8.08% | 26.90%-18.8pp | -15.16%+23.2pp | 73.14%-65.1pp |
| Employer contribution / active EE | $201 | $709-71.7% | $1,219-83.5% | $2,342-91.4% |
| Participant deferral / active EE | $501 | $1,220-58.9% | $1,806-72.2% | $3,332-84.9% |
| Admin fee / account holder | $684 | $2,302-70.3% | $2,320-70.5% | $4,645-85.3% |