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 | $56,165 | $56,053+0.2% | $75,972-26.1% | $80,856-30.5% |
| Participation rate | 76.4% | 62.0%+14.3pp | 69.1%+7.3pp | 67.6%+8.7pp |
| Annual return | 8.09% | 20.53%-12.4pp | 359.55%-351.5pp | 35.59%-27.5pp |
| Employer contribution / active EE | $5,662 | $1,874+202.1% | $2,685+110.9% | $2,755+105.5% |
| Participant deferral / active EE | $2,972 | $3,052-2.6% | $4,255-30.2% | $4,296-30.8% |
| Admin fee / account holder | $28,748 | $5,234+449.3% | $6,467+344.6% | $6,918+315.6% |