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 | $31,577 | $58,234-45.8% | $81,783-61.4% | $80,874-61.0% |
| Participation rate | 77.3% | 63.4%+13.8pp | 72.4%+4.9pp | 67.6%+9.6pp |
| Annual return | 7.63% | 41.70%-34.1pp | 775.05%-767.4pp | 35.62%-28.0pp |
| Employer contribution / active EE | $3,225 | $2,341+37.7% | $2,913+10.7% | $2,756+17.0% |
| Participant deferral / active EE | $2,658 | $3,283-19.0% | $4,320-38.5% | $4,297-38.1% |
| Admin fee / account holder | $3,501 | $4,982-29.7% | $7,380-52.6% | $6,935-49.5% |