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 | $64,598 | $77,314-16.4% | $177,989-63.7% | $80,856-20.1% |
| Participation rate | 96.0% | 65.7%+30.3pp | 77.1%+18.9pp | 67.6%+28.4pp |
| Annual return | 6.19% | 18.09%-11.9pp | 294.48%-288.3pp | 35.59%-29.4pp |
| Employer contribution / active EE | $2,824 | $2,292+23.2% | $3,949-28.5% | $2,755+2.5% |
| Participant deferral / active EE | $6,946 | $4,411+57.5% | $6,276+10.7% | $4,296+61.7% |
| Admin fee / account holder | $782 | $7,191-89.1% | $10,363-92.5% | $6,918-88.7% |