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 | $52,778 | $39,019+35.3% | $80,716-34.6% | $85,850-38.5% |
| Participation rate | 97.4% | 41.5%+55.8pp | 54.2%+43.2pp | 69.3%+28.1pp |
| Annual return | 5.36% | 26.27%-20.9pp | 87.28%-81.9pp | 318.53%-313.2pp |
| Employer contribution / active EE | $2,632 | $722+264.5% | $1,160+126.9% | $2,565+2.6% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,146-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,233 | $2,431+33.0% | $3,380-4.3% | $6,260-48.3% |