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 | $53,519 | $57,281-6.6% | $86,612-38.2% | $75,163-28.8% |
| Participation rate | 74.5% | 63.2%+11.3pp | 71.7%+2.8pp | 67.2%+7.3pp |
| Annual return | 13.05% | 2670.75%-2657.7pp | 591.07%-578.0pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,394 | $2,314-39.8% | $3,022-53.9% | $2,670-47.8% |
| Participant deferral / active EE | $3,151 | $3,318-5.0% | $4,438-29.0% | $4,125-23.6% |
| Admin fee / account holder | $497 | $4,112-87.9% | $5,614-91.1% | $5,651-91.2% |