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 | $30,024 | $34,308-12.5% | $74,701-59.8% | $72,985-58.9% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 16.11% | 26.58%-10.5pp | 752.92%-736.8pp | 81.00%-64.9pp |
| Employer contribution / active EE | $5,710 | $692+725.7% | $1,084+427.0% | $2,440+134.0% |
| Participant deferral / active EE | $1,670 | $1,271+31.4% | $1,964-15.0% | $3,607-53.7% |
| Admin fee / account holder | $1,487 | $2,124-30.0% | $3,333-55.4% | $5,124-71.0% |