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 9-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 | $21,315 | $77,314-72.4% | $177,989-88.0% | $80,856-73.6% |
| Participation rate | 77.9% | 65.7%+12.2pp | 77.1%+0.8pp | 67.6%+10.3pp |
| Annual return | 10.65% | 18.09%-7.4pp | 294.48%-283.8pp | 35.59%-24.9pp |
| Employer contribution / active EE | $823 | $2,292-64.1% | $3,949-79.2% | $2,755-70.1% |
| Participant deferral / active EE | $2,556 | $4,411-42.1% | $6,276-59.3% | $4,296-40.5% |
| Admin fee / account holder | $2,266 | $7,191-68.5% | $10,363-78.1% | $6,918-67.2% |