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 | $47,488 | $58,694-19.1% | $142,863-66.8% | $85,850-44.7% |
| Participation rate | 95.2% | 58.5%+36.8pp | 71.9%+23.3pp | 69.3%+25.9pp |
| Annual return | 10.91% | 27.72%-16.8pp | 5637.54%-5626.6pp | 318.53%-307.6pp |
| Employer contribution / active EE | $593 | $1,423-58.3% | $4,144-85.7% | $2,565-76.9% |
| Participant deferral / active EE | $4,469 | $2,607+71.4% | $3,837+16.5% | $3,952+13.1% |
| Admin fee / account holder | $2,971 | $4,239-29.9% | $6,560-54.7% | $6,260-52.5% |