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 | $42,404 | $65,041-34.8% | $90,951-53.4% | $79,858-46.9% |
| Participation rate | 86.4% | 61.6%+24.8pp | 69.0%+17.4pp | 69.6%+16.8pp |
| Annual return | 8.99% | 30.45%-21.5pp | 134.60%-125.6pp | 31.71%-22.7pp |
| Employer contribution / active EE | $4,851 | $1,247+288.9% | $2,122+128.6% | $2,471+96.3% |
| Participant deferral / active EE | $2,981 | $2,512+18.7% | $3,373-11.6% | $3,740-20.3% |
| Admin fee / account holder | $1,051 | $4,536-76.8% | $5,959-82.4% | $5,306-80.2% |