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 | $42,213 | $63,346-33.4% | $92,233-54.2% | $70,131-39.8% |
| Participation rate | 77.1% | 68.7%+8.5pp | 76.5%+0.7pp | 69.5%+7.6pp |
| Annual return | 10.70% | 530.12%-519.4pp | 176.28%-165.6pp | 73.14%-62.4pp |
| Employer contribution / active EE | $1,272 | $2,471-48.5% | $3,679-65.4% | $2,342-45.7% |
| Participant deferral / active EE | $2,271 | $2,854-20.4% | $3,897-41.7% | $3,332-31.8% |
| Admin fee / account holder | $12,719 | $3,840+231.2% | $5,194+144.9% | $4,645+173.8% |