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 | $32,064 | $95,416-66.4% | $185,823-82.7% | $85,850-62.7% |
| Participation rate | 71.4% | 68.8%+2.7pp | 81.7%-10.3pp | 69.3%+2.1pp |
| Annual return | 9.23% | 23.59%-14.4pp | 122.05%-112.8pp | 318.53%-309.3pp |
| Employer contribution / active EE | $2,202 | $3,314-33.6% | $5,167-57.4% | $2,565-14.2% |
| Participant deferral / active EE | $6,771 | $3,423+97.8% | $5,568+21.6% | $3,952+71.4% |
| Admin fee / account holder | $5,161 | $7,213-28.4% | $16,237-68.2% | $6,260-17.5% |