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 | $49,084 | $63,861-23.1% | $104,607-53.1% | $79,858-38.5% |
| Participation rate | 70.6% | 64.9%+5.7pp | 74.1%-3.5pp | 69.6%+1.0pp |
| Annual return | 8.40% | 21.30%-12.9pp | 340.46%-332.1pp | 31.71%-23.3pp |
| Employer contribution / active EE | $1,900 | $1,588+19.6% | $2,681-29.1% | $2,471-23.1% |
| Participant deferral / active EE | $3,304 | $2,693+22.7% | $3,740-11.6% | $3,740-11.6% |
| Admin fee / account holder | $9,125 | $4,185+118.1% | $6,473+41.0% | $5,306+72.0% |