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 | $55,968 | $58,694-4.6% | $142,863-60.8% | $85,850-34.8% |
| Participation rate | 76.1% | 58.5%+17.6pp | 71.9%+4.2pp | 69.3%+6.8pp |
| Annual return | 10.78% | 27.72%-16.9pp | 5637.54%-5626.8pp | 318.53%-307.8pp |
| Employer contribution / active EE | $2,152 | $1,423+51.3% | $4,144-48.1% | $2,565-16.1% |
| Participant deferral / active EE | $4,030 | $2,607+54.6% | $3,837+5.0% | $3,952+2.0% |
| Admin fee / account holder | $694 | $4,239-83.6% | $6,560-89.4% | $6,260-88.9% |