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 | $96,942 | $48,230+101.0% | $67,502+43.6% | $80,856+19.9% |
| Participation rate | 94.9% | 66.4%+28.5pp | 72.9%+22.0pp | 67.6%+27.2pp |
| Annual return | 9.05% | 18.28%-9.2pp | 3512.12%-3503.1pp | 35.59%-26.5pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,218 | $2,924+146.9% | $4,000+80.5% | $4,296+68.0% |
| Admin fee / account holder | $17,112 | $3,681+364.9% | $3,998+328.1% | $6,918+147.4% |