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 | $35,175 | $63,346-44.5% | $92,233-61.9% | $70,131-49.8% |
| Participation rate | 92.2% | 68.7%+23.5pp | 76.5%+15.7pp | 69.5%+22.6pp |
| Annual return | 12.04% | 530.12%-518.1pp | 176.28%-164.2pp | 73.14%-61.1pp |
| Employer contribution / active EE | $5,603 | $2,471+126.8% | $3,679+52.3% | $2,342+139.2% |
| Participant deferral / active EE | $1,230 | $2,854-56.9% | $3,897-68.4% | $3,332-63.1% |
| Admin fee / account holder | $2,991 | $3,840-22.1% | $5,194-42.4% | $4,645-35.6% |