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 | $46,934 | $83,902-44.1% | $167,512-72.0% | $84,808-44.7% |
| Participation rate | 85.1% | 66.5%+18.6pp | 77.1%+8.0pp | 68.3%+16.8pp |
| Annual return | 12.16% | 91.55%-79.4pp | 1615.79%-1603.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,064 | $2,264-8.8% | $3,882-46.8% | $2,631-21.5% |
| Participant deferral / active EE | $4,953 | $4,442+11.5% | $6,405-22.7% | $4,212+17.6% |
| Admin fee / account holder | $6,466 | $7,915-18.3% | $9,769-33.8% | $7,344-11.9% |