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 | $46,803 | $85,202-45.1% | $172,739-72.9% | $72,985-35.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 6.87% | 27.32%-20.5pp | 802.84%-796.0pp | 81.00%-74.1pp |
| Employer contribution / active EE | $1,698 | $3,324-48.9% | $5,143-67.0% | $2,440-30.4% |
| Participant deferral / active EE | $5,335 | $3,260+63.6% | $5,198+2.6% | $3,607+47.9% |
| Admin fee / account holder | $2,794 | $5,884-52.5% | $13,954-80.0% | $5,124-45.5% |