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 | $62,166 | $70,428-11.7% | $96,562-35.6% | $85,850-27.6% |
| Participation rate | 88.5% | 61.8%+26.7pp | 69.8%+18.6pp | 69.3%+19.1pp |
| Annual return | 10.79% | 18.59%-7.8pp | 37.78%-27.0pp | 318.53%-307.7pp |
| Employer contribution / active EE | $5,324 | $1,413+276.8% | $2,356+125.9% | $2,565+107.5% |
| Participant deferral / active EE | $12,332 | $2,894+326.2% | $3,849+220.4% | $3,952+212.1% |
| Admin fee / account holder | $15,002 | $4,997+200.2% | $6,181+142.7% | $6,260+139.6% |