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 | $33,698 | $98,750-65.9% | $149,696-77.5% | $79,858-57.8% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.5%+2.7pp | 69.6%+15.6pp |
| Annual return | 8.07% | 27.43%-19.4pp | 276.60%-268.5pp | 31.71%-23.6pp |
| Employer contribution / active EE | $4,683 | $3,216+45.6% | $4,644+0.8% | $2,471+89.5% |
| Participant deferral / active EE | $3,961 | $5,680-30.3% | $6,842-42.1% | $3,740+5.9% |
| Admin fee / account holder | $15,556 | $6,053+157.0% | $9,309+67.1% | $5,306+193.2% |