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 | $61,964 | $63,346-2.2% | $92,233-32.8% | $70,131-11.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.78% | 530.12%-518.3pp | 176.28%-164.5pp | 73.14%-61.4pp |
| Employer contribution / active EE | $2,292 | $2,471-7.2% | $3,679-37.7% | $2,342-2.1% |
| Participant deferral / active EE | $7,408 | $2,854+159.6% | $3,897+90.1% | $3,332+122.3% |
| Admin fee / account holder | $717 | $3,840-81.3% | $5,194-86.2% | $4,645-84.6% |