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 | $68,694 | $70,669-2.8% | $169,368-59.4% | $75,163-8.6% |
| Participation rate | 79.5% | 64.8%+14.8pp | 77.1%+2.4pp | 67.2%+12.4pp |
| Annual return | 12.78% | 36.36%-23.6pp | 405.60%-392.8pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,036 | $2,211-53.2% | $4,013-74.2% | $2,670-61.2% |
| Participant deferral / active EE | $1,488 | $4,311-65.5% | $6,221-76.1% | $4,125-63.9% |
| Admin fee / account holder | $577 | $5,402-89.3% | $9,003-93.6% | $5,651-89.8% |