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 | $54,336 | $70,669-23.1% | $169,368-67.9% | $75,163-27.7% |
| Participation rate | 76.0% | 64.8%+11.2pp | 77.1%-1.1pp | 67.2%+8.8pp |
| Annual return | 13.62% | 36.36%-22.7pp | 405.60%-392.0pp | 160.62%-147.0pp |
| Employer contribution / active EE | $609 | $2,211-72.4% | $4,013-84.8% | $2,670-77.2% |
| Participant deferral / active EE | $5,746 | $4,311+33.3% | $6,221-7.6% | $4,125+39.3% |
| Admin fee / account holder | $5,010 | $5,402-7.3% | $9,003-44.4% | $5,651-11.3% |