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 | $29,780 | $47,479-37.3% | $62,929-52.7% | $82,448-63.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 8.57% | 20.34%-11.8pp | 1063.93%-1055.4pp | 41.64%-33.1pp |
| Employer contribution / active EE | $998 | $1,885-47.1% | $2,505-60.2% | $2,551-60.9% |
| Participant deferral / active EE | $3,495 | $2,870+21.8% | $3,888-10.1% | $4,139-15.6% |
| Admin fee / account holder | $7,446 | $3,804+95.8% | $5,065+47.0% | $7,234+2.9% |