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 | $26,486 | $60,124-55.9% | $90,404-70.7% | $79,858-66.8% |
| Participation rate | 80.5% | 65.0%+15.5pp | 72.7%+7.8pp | 69.6%+10.8pp |
| Annual return | 10.21% | 71.94%-61.7pp | 1293.02%-1282.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $365 | $2,068-82.4% | $3,262-88.8% | $2,471-85.2% |
| Participant deferral / active EE | $1,483 | $2,938-49.5% | $3,963-62.6% | $3,740-60.3% |
| Admin fee / account holder | $3,617 | $3,976-9.0% | $5,611-35.5% | $5,306-31.8% |