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 | $34,597 | $63,346-45.4% | $92,233-62.5% | $70,131-50.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 8.97% | 530.12%-521.1pp | 176.28%-167.3pp | 73.14%-64.2pp |
| Employer contribution / active EE | $2,009 | $2,471-18.7% | $3,679-45.4% | $2,342-14.2% |
| Participant deferral / active EE | $4,343 | $2,854+52.2% | $3,897+11.4% | $3,332+30.3% |
| Admin fee / account holder | $37,661 | $3,840+880.7% | $5,194+625.2% | $4,645+710.7% |