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 | $51,046 | $29,660+72.1% | $56,411-9.5% | $80,856-36.9% |
| Participation rate | 82.6% | 41.6%+41.0pp | 52.5%+30.1pp | 67.6%+15.0pp |
| Annual return | 7.50% | 35.23%-27.7pp | 1701.33%-1693.8pp | 35.59%-28.1pp |
| Employer contribution / active EE | $1,784 | $669+166.5% | $1,039+71.8% | $2,755-35.2% |
| Participant deferral / active EE | $2,986 | $1,226+143.5% | $1,952+53.0% | $4,296-30.5% |
| Admin fee / account holder | $4,549 | $2,428+87.4% | $2,829+60.8% | $6,918-34.2% |