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 | $72,913 | $29,660+145.8% | $56,411+29.3% | $80,856-9.8% |
| Participation rate | 87.9% | 41.6%+46.2pp | 52.5%+35.4pp | 67.6%+20.2pp |
| Annual return | 4.37% | 35.23%-30.9pp | 1701.33%-1697.0pp | 35.59%-31.2pp |
| Employer contribution / active EE | $3,499 | $669+422.7% | $1,039+236.9% | $2,755+27.0% |
| Participant deferral / active EE | $2,754 | $1,226+124.6% | $1,952+41.1% | $4,296-35.9% |
| Admin fee / account holder | $7,900 | $2,428+225.5% | $2,829+179.3% | $6,918+14.2% |