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 | $53,419 | $48,230+10.8% | $67,502-20.9% | $80,856-33.9% |
| Participation rate | 80.7% | 66.4%+14.3pp | 72.9%+7.8pp | 67.6%+13.1pp |
| Annual return | 9.38% | 18.28%-8.9pp | 3512.12%-3502.7pp | 35.59%-26.2pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,364 | $2,924+83.5% | $4,000+34.1% | $4,296+24.9% |
| Admin fee / account holder | $20,217 | $3,681+449.2% | $3,998+405.7% | $6,918+192.2% |