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 | $46,304 | $63,703-27.3% | $93,063-50.2% | $82,448-43.8% |
| Participation rate | 90.3% | 63.8%+26.5pp | 72.1%+18.2pp | 68.1%+22.3pp |
| Annual return | 12.80% | -775.43%+788.2pp | 34.15%-21.4pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,187 | $2,919+43.4% | $3,958+5.8% | $4,139+1.1% |
| Admin fee / account holder | $4,112 | $5,982-31.3% | $6,033-31.8% | $7,234-43.2% |