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 | $31,931 | $94,031-66.0% | $115,768-72.4% | $82,448-61.3% |
| Participation rate | 89.7% | 70.4%+19.2pp | 74.4%+15.3pp | 68.1%+21.6pp |
| Annual return | 12.15% | 20.61%-8.5pp | 100.46%-88.3pp | 41.64%-29.5pp |
| Employer contribution / active EE | $2,043 | $2,323-12.1% | $2,940-30.5% | $2,551-19.9% |
| Participant deferral / active EE | $3,718 | $3,972-6.4% | $4,917-24.4% | $4,139-10.2% |
| Admin fee / account holder | $17,551 | $10,249+71.2% | $12,439+41.1% | $7,234+142.6% |