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 | $63,962 | $114,381-44.1% | $107,525-40.5% | $142,382-55.1% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 10.94% | 242.71%-231.8pp | 181.32%-170.4pp | 217.08%-206.1pp |
| Employer contribution / active EE | $2,317 | $4,015-42.3% | $3,754-38.3% | $4,299-46.1% |
| Participant deferral / active EE | $4,793 | $5,564-13.9% | $5,116-6.3% | $6,507-26.3% |
| Admin fee / account holder | $14,596 | $9,860+48.0% | $8,919+63.7% | $12,624+15.6% |