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 | $57,215 | $89,355-36.0% | $141,162-59.5% | $72,985-21.6% |
| Participation rate | 71.9% | 75.1%-3.2pp | 82.5%-10.6pp | 69.5%+2.4pp |
| Annual return | 18.38% | 111.85%-93.5pp | 71.39%-53.0pp | 81.00%-62.6pp |
| Employer contribution / active EE | $2,000 | $3,114-35.8% | $4,735-57.8% | $2,440-18.0% |
| Participant deferral / active EE | $4,727 | $5,418-12.7% | $6,709-29.5% | $3,607+31.0% |
| Admin fee / account holder | $27,733 | $5,958+365.5% | $10,261+170.3% | $5,124+441.2% |