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 | $44,580 | $63,346-29.6% | $92,233-51.7% | $70,131-36.4% |
| Participation rate | 96.2% | 68.7%+27.5pp | 76.5%+19.7pp | 69.5%+26.6pp |
| Annual return | 8.50% | 530.12%-521.6pp | 176.28%-167.8pp | 73.14%-64.6pp |
| Employer contribution / active EE | $1,655 | $2,471-33.0% | $3,679-55.0% | $2,342-29.3% |
| Participant deferral / active EE | $3,951 | $2,854+38.5% | $3,897+1.4% | $3,332+18.6% |
| Admin fee / account holder | $3,544 | $3,840-7.7% | $5,194-31.8% | $4,645-23.7% |