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 | $31,984 | $91,190-64.9% | $178,490-82.1% | $79,858-59.9% |
| Participation rate | 98.1% | 69.2%+28.9pp | 81.9%+16.2pp | 69.6%+28.4pp |
| Annual return | 0.35% | 24.19%-23.8pp | 151.07%-150.7pp | 31.71%-31.4pp |
| Employer contribution / active EE | $4,975 | $3,256+52.8% | $5,011-0.7% | $2,471+101.3% |
| Participant deferral / active EE | $1,498 | $3,236-53.7% | $5,202-71.2% | $3,740-60.0% |
| Admin fee / account holder | $1,420 | $6,751-79.0% | $13,984-89.8% | $5,306-73.2% |