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 | $66,329 | $52,279+26.9% | $89,391-25.8% | $79,858-16.9% |
| Participation rate | 90.4% | 57.5%+32.8pp | 68.0%+22.4pp | 69.6%+20.8pp |
| Annual return | 0.91% | 22.16%-21.3pp | 245.62%-244.7pp | 31.71%-30.8pp |
| Employer contribution / active EE | $906 | $1,572-42.4% | $2,586-65.0% | $2,471-63.3% |
| Participant deferral / active EE | $5,012 | $2,740+82.9% | $3,890+28.8% | $3,740+34.0% |
| Admin fee / account holder | $7,589 | $3,356+126.1% | $4,881+55.5% | $5,306+43.0% |