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 | $43,417 | $54,705-20.6% | $71,209-39.0% | $84,808-48.8% |
| Participation rate | 80.0% | 64.1%+15.9pp | 73.8%+6.2pp | 68.3%+11.7pp |
| Annual return | 9.77% | 35.90%-26.1pp | 282.51%-272.7pp | 40.90%-31.1pp |
| Employer contribution / active EE | $2,080 | $2,158-3.6% | $2,721-23.5% | $2,631-20.9% |
| Participant deferral / active EE | $6,124 | $3,030+102.1% | $4,175+46.7% | $4,212+45.4% |
| Admin fee / account holder | $2,849 | $4,863-41.4% | $5,349-46.7% | $7,344-61.2% |