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 | $71,234 | $65,041+9.5% | $90,951-21.7% | $79,858-10.8% |
| Participation rate | 84.4% | 61.6%+22.8pp | 69.0%+15.4pp | 69.6%+14.8pp |
| Annual return | 5.63% | 30.45%-24.8pp | 134.60%-129.0pp | 31.71%-26.1pp |
| Employer contribution / active EE | $4,444 | $1,247+256.4% | $2,122+109.5% | $2,471+79.9% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,367 | $4,536-47.8% | $5,959-60.3% | $5,306-55.4% |