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 | $14,031 | $85,202-83.5% | $172,739-91.9% | $72,985-80.8% |
| Participation rate | 93.0% | 70.1%+23.0pp | 82.6%+10.4pp | 69.5%+23.5pp |
| Annual return | 8.32% | 27.32%-19.0pp | 802.84%-794.5pp | 81.00%-72.7pp |
| Employer contribution / active EE | $1,197 | $3,324-64.0% | $5,143-76.7% | $2,440-51.0% |
| Participant deferral / active EE | $1,528 | $3,260-53.1% | $5,198-70.6% | $3,607-57.6% |
| Admin fee / account holder | $1,434 | $5,884-75.6% | $13,954-89.7% | $5,124-72.0% |