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 | $39,459 | $79,171-50.2% | $102,423-61.5% | $74,495-47.0% |
| Participation rate | 88.6% | 74.8%+13.8pp | 76.5%+12.1pp | 67.2%+21.4pp |
| Annual return | 9.41% | 54.93%-45.5pp | 29.32%-19.9pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $797 | $2,362-66.3% | $3,023-73.6% | $2,623-69.6% |
| Participant deferral / active EE | $2,927 | $4,415-33.7% | $5,053-42.1% | $4,346-32.6% |
| Admin fee / account holder | $2,874 | $2,001+43.6% | $9,451-69.6% | $1,942+48.0% |