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 | $35,809 | $111,814-68.0% | $103,374-65.4% | $145,959-75.5% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | 7.54% | 24.77%-17.2pp | 24.89%-17.3pp | 561.95%-554.4pp |
| Employer contribution / active EE | $1,681 | $4,214-60.1% | $3,869-56.6% | $4,661-63.9% |
| Participant deferral / active EE | $2,288 | $5,618-59.3% | $5,058-54.8% | $6,689-65.8% |
| Admin fee / account holder | $2,063 | $9,754-78.8% | $8,394-75.4% | $13,398-84.6% |