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 7-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 | $34,671 | $58,694-40.9% | $142,863-75.7% | $85,850-59.6% |
| Participation rate | 72.3% | 58.5%+13.9pp | 71.9%+0.4pp | 69.3%+3.0pp |
| Annual return | 10.32% | 27.72%-17.4pp | 5637.54%-5627.2pp | 318.53%-308.2pp |
| Employer contribution / active EE | $2,088 | $1,423+46.8% | $4,144-49.6% | $2,565-18.6% |
| Participant deferral / active EE | $3,649 | $2,607+39.9% | $3,837-4.9% | $3,952-7.7% |
| Admin fee / account holder | $5,813 | $4,239+37.1% | $6,560-11.4% | $6,260-7.1% |