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 | $146,642 | $89,753+63.4% | $107,525+36.4% | $84,808+72.9% |
| Participation rate | 92.0% | 68.1%+23.9pp | 75.1%+16.9pp | 68.3%+23.7pp |
| Annual return | 2.48% | 29.48%-27.0pp | 181.32%-178.8pp | 40.90%-38.4pp |
| Employer contribution / active EE | $1,760 | $3,113-43.5% | $3,754-53.1% | $2,631-33.1% |
| Participant deferral / active EE | $2,234 | $4,056-44.9% | $5,116-56.3% | $4,212-46.9% |
| Admin fee / account holder | $396 | $7,222-94.5% | $8,919-95.6% | $7,344-94.6% |