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 | $19,126 | $79,449-75.9% | $189,557-89.9% | $85,850-77.7% |
| Participation rate | 90.5% | 66.0%+24.5pp | 78.4%+12.0pp | 69.3%+21.2pp |
| Annual return | 10.98% | 18.45%-7.5pp | 64.17%-53.2pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,480 | $2,081-28.9% | $4,412-66.5% | $2,565-42.3% |
| Participant deferral / active EE | $3,602 | $4,051-11.1% | $6,174-41.7% | $3,952-8.8% |
| Admin fee / account holder | $1,644 | $5,377-69.4% | $9,807-83.2% | $6,260-73.7% |