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 | $23,565 | $63,346-62.8% | $92,233-74.5% | $70,131-66.4% |
| Participation rate | 74.1% | 68.7%+5.4pp | 76.5%-2.4pp | 69.5%+4.5pp |
| Annual return | 11.93% | 530.12%-518.2pp | 176.28%-164.3pp | 73.14%-61.2pp |
| Employer contribution / active EE | $3,316 | $2,471+34.2% | $3,679-9.9% | $2,342+41.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,099 | $3,840-45.3% | $5,194-59.6% | $4,645-54.8% |