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 | $49,896 | $85,766-41.8% | $136,294-63.4% | $70,131-28.9% |
| Participation rate | 92.9% | 74.2%+18.7pp | 81.9%+10.9pp | 69.5%+23.3pp |
| Annual return | 11.28% | 31.45%-20.2pp | 5155.94%-5144.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $1,947 | $2,966-34.4% | $4,695-58.5% | $2,342-16.9% |
| Participant deferral / active EE | $4,633 | $5,051-8.3% | $6,247-25.8% | $3,332+39.0% |
| Admin fee / account holder | $23,099 | $5,420+326.1% | $9,243+149.9% | $4,645+397.2% |