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 | $88,672+65.4% | $105,223+39.4% | $82,448+77.9% |
| Participation rate | 92.0% | 67.9%+24.1pp | 75.0%+17.0pp | 68.1%+23.9pp |
| Annual return | 2.48% | 30.86%-28.4pp | 180.65%-178.2pp | 41.64%-39.2pp |
| Employer contribution / active EE | $1,760 | $3,048-42.3% | $3,689-52.3% | $2,551-31.0% |
| Participant deferral / active EE | $2,234 | $4,036-44.6% | $5,072-55.9% | $4,139-46.0% |
| Admin fee / account holder | $396 | $7,146-94.5% | $8,859-95.5% | $7,234-94.5% |