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 | $53,323 | $64,324-17.1% | $118,925-55.2% | $79,858-33.2% |
| Participation rate | 97.1% | 64.9%+32.2pp | 75.4%+21.7pp | 69.6%+27.4pp |
| Annual return | 3.59% | 86.45%-82.9pp | 35.88%-32.3pp | 31.71%-28.1pp |
| Employer contribution / active EE | $1,623 | $1,836-11.6% | $3,263-50.2% | $2,471-34.3% |
| Participant deferral / active EE | $3,617 | $2,824+28.1% | $4,265-15.2% | $3,740-3.3% |
| Admin fee / account holder | $580 | $4,040-85.6% | $6,581-91.2% | $5,306-89.1% |