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 | $42,159 | $54,705-22.9% | $71,209-40.8% | $84,808-50.3% |
| Participation rate | 90.7% | 64.1%+26.6pp | 73.8%+16.9pp | 68.3%+22.4pp |
| Annual return | 12.30% | 35.90%-23.6pp | 282.51%-270.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,967 | $2,158-8.8% | $2,721-27.7% | $2,631-25.2% |
| Participant deferral / active EE | $3,604 | $3,030+18.9% | $4,175-13.7% | $4,212-14.4% |
| Admin fee / account holder | $12,227 | $4,863+151.4% | $5,349+128.6% | $7,344+66.5% |