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 | $46,808 | $22,587+107.2% | $65,255-28.3% | $75,163-37.7% |
| Participation rate | 90.4% | 63.1%+27.3pp | 65.0%+25.5pp | 67.2%+23.2pp |
| Annual return | 13.22% | 71.03%-57.8pp | 47.35%-34.1pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,224 | $941+30.2% | $1,691-27.6% | $2,670-54.1% |
| Participant deferral / active EE | $3,187 | $1,695+88.0% | $2,831+12.6% | $4,125-22.8% |
| Admin fee / account holder | $2,688 | $1,876+43.3% | $4,112-34.6% | $5,651-52.4% |