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 | $33,444 | $85,202-60.7% | $172,739-80.6% | $72,985-54.2% |
| Participation rate | 82.5% | 70.1%+12.4pp | 82.6%-0.1pp | 69.5%+13.0pp |
| Annual return | 5.37% | 27.32%-22.0pp | 802.84%-797.5pp | 81.00%-75.6pp |
| Employer contribution / active EE | $2,362 | $3,324-29.0% | $5,143-54.1% | $2,440-3.2% |
| Participant deferral / active EE | $3,796 | $3,260+16.4% | $5,198-27.0% | $3,607+5.2% |
| Admin fee / account holder | $1,152 | $5,884-80.4% | $13,954-91.7% | $5,124-77.5% |