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 | $30,032 | $85,202-64.8% | $172,739-82.6% | $72,985-58.9% |
| Participation rate | 98.1% | 70.1%+28.1pp | 82.6%+15.5pp | 69.5%+28.6pp |
| Annual return | 7.31% | 27.32%-20.0pp | 802.84%-795.5pp | 81.00%-73.7pp |
| Employer contribution / active EE | $4,576 | $3,324+37.6% | $5,143-11.0% | $2,440+87.5% |
| Participant deferral / active EE | $1,371 | $3,260-57.9% | $5,198-73.6% | $3,607-62.0% |
| Admin fee / account holder | $5,210 | $5,884-11.5% | $13,954-62.7% | $5,124+1.7% |