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 | $16,183 | $100,773-83.9% | $88,946-81.8% | $142,382-88.6% |
| Participation rate | 95.2% | 74.3%+21.0pp | 68.8%+26.4pp | 80.1%+15.1pp |
| Annual return | 6.81% | 70.18%-63.4pp | 57.82%-51.0pp | 217.08%-210.3pp |
| Employer contribution / active EE | $1,329 | $2,918-54.4% | $2,555-48.0% | $4,299-69.1% |
| Participant deferral / active EE | $3,015 | $5,230-42.4% | $4,581-34.2% | $6,507-53.7% |
| Admin fee / account holder | $4,311 | $9,693-55.5% | $8,261-47.8% | $12,624-65.9% |