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 | $27,305 | $91,037-70.0% | $71,671-61.9% | $147,584-81.5% |
| Participation rate | 95.2% | 76.1%+19.1pp | 68.7%+26.5pp | 82.8%+12.4pp |
| Annual return | 8.34% | 20.48%-12.1pp | 20.65%-12.3pp | 578.55%-570.2pp |
| Employer contribution / active EE | $1,660 | $3,327-50.1% | $2,460-32.5% | $4,876-66.0% |
| Participant deferral / active EE | $2,989 | $4,498-33.5% | $3,438-13.1% | $5,439-45.0% |
| Admin fee / account holder | $1,629 | $8,613-81.1% | $5,558-70.7% | $10,885-85.0% |