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 | $66,607 | $85,766-22.3% | $136,294-51.1% | $70,131-5.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 10.84% | 31.45%-20.6pp | 5155.94%-5145.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $4,232 | $2,966+42.7% | $4,695-9.9% | $2,342+80.7% |
| Participant deferral / active EE | $2,763 | $5,051-45.3% | $6,247-55.8% | $3,332-17.1% |
| Admin fee / account holder | $1,889 | $5,420-65.1% | $9,243-79.6% | $4,645-59.3% |