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 | $61,315 | $91,190-32.8% | $178,490-65.6% | $79,858-23.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 4.41% | 24.19%-19.8pp | 151.07%-146.7pp | 31.71%-27.3pp |
| Employer contribution / active EE | $5,520 | $3,256+69.5% | $5,011+10.2% | $2,471+123.4% |
| Participant deferral / active EE | $5,904 | $3,236+82.4% | $5,202+13.5% | $3,740+57.9% |
| Admin fee / account holder | $486 | $6,751-92.8% | $13,984-96.5% | $5,306-90.8% |