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 | $42,621 | $91,190-53.3% | $178,490-76.1% | $79,858-46.6% |
| Participation rate | 93.2% | 69.2%+24.0pp | 81.9%+11.3pp | 69.6%+23.5pp |
| Annual return | 6.34% | 24.19%-17.8pp | 151.07%-144.7pp | 31.71%-25.4pp |
| Employer contribution / active EE | $1,364 | $3,256-58.1% | $5,011-72.8% | $2,471-44.8% |
| Participant deferral / active EE | $1,677 | $3,236-48.2% | $5,202-67.8% | $3,740-55.2% |
| Admin fee / account holder | $644 | $6,751-90.5% | $13,984-95.4% | $5,306-87.9% |