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 | $70,325 | $85,202-17.5% | $172,739-59.3% | $72,985-3.6% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.6%+14.0pp | 69.5%+27.2pp |
| Annual return | 7.45% | 27.32%-19.9pp | 802.84%-795.4pp | 81.00%-73.6pp |
| Employer contribution / active EE | $2,047 | $3,324-38.4% | $5,143-60.2% | $2,440-16.1% |
| Participant deferral / active EE | $4,714 | $3,260+44.6% | $5,198-9.3% | $3,607+30.7% |
| Admin fee / account holder | $1,178 | $5,884-80.0% | $13,954-91.6% | $5,124-77.0% |