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 | $44,886 | $64,839-30.8% | $95,585-53.0% | $84,808-47.1% |
| Participation rate | 96.0% | 63.8%+32.2pp | 72.1%+23.9pp | 68.3%+27.7pp |
| Annual return | 7.49% | -670.96%+678.5pp | 38.56%-31.1pp | 40.90%-33.4pp |
| Employer contribution / active EE | $5,257 | $1,759+198.9% | $2,527+108.1% | $2,631+99.8% |
| Participant deferral / active EE | $2,654 | $2,965-10.5% | $4,023-34.0% | $4,212-37.0% |
| Admin fee / account holder | $3,447 | $5,964-42.2% | $6,127-43.7% | $7,344-53.1% |