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 | $29,477 | $34,308-14.1% | $74,701-60.5% | $72,985-59.6% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 11.98% | 26.58%-14.6pp | 752.92%-740.9pp | 81.00%-69.0pp |
| Employer contribution / active EE | $1,443 | $692+108.6% | $1,084+33.1% | $2,440-40.9% |
| Participant deferral / active EE | $2,030 | $1,271+59.7% | $1,964+3.4% | $3,607-43.7% |
| Admin fee / account holder | $4,533 | $2,124+113.4% | $3,333+36.0% | $5,124-11.5% |