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 | $52,753 | $54,705-3.6% | $71,209-25.9% | $84,808-37.8% |
| Participation rate | 97.2% | 64.1%+33.2pp | 73.8%+23.5pp | 68.3%+28.9pp |
| Annual return | 12.23% | 35.90%-23.7pp | 282.51%-270.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $7,411 | $2,158+243.5% | $2,721+172.4% | $2,631+181.7% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,409 | $4,863-50.5% | $5,349-55.0% | $7,344-67.2% |