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 | $33,496 | $101,317-66.9% | $146,958-77.2% | $74,495-55.0% |
| Participation rate | 75.0% | 75.5%-0.5pp | 82.2%-7.2pp | 67.2%+7.8pp |
| Annual return | 11.84% | 8730.91%-8719.1pp | 418.34%-406.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $3,230 | $3,810-15.2% | $4,933-34.5% | $2,623+23.1% |
| Participant deferral / active EE | $7,052 | $7,303-3.4% | $8,070-12.6% | $4,346+62.3% |
| Admin fee / account holder | $6,673 | $1,739+283.7% | $12,998-48.7% | $1,942+243.6% |