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 | $27,662 | $77,145-64.1% | $108,410-74.5% | $85,850-67.8% |
| Participation rate | 90.5% | 74.7%+15.8pp | 80.1%+10.3pp | 69.3%+21.2pp |
| Annual return | 7.81% | 44.54%-36.7pp | 905.27%-897.5pp | 318.53%-310.7pp |
| Employer contribution / active EE | $1,329 | $2,379-44.1% | $3,558-62.6% | $2,565-48.2% |
| Participant deferral / active EE | $3,352 | $5,566-39.8% | $6,563-48.9% | $3,952-15.2% |
| Admin fee / account holder | $681 | $5,172-86.8% | $7,295-90.7% | $6,260-89.1% |