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 | $36,097 | $105,181-65.7% | $159,436-77.4% | $85,850-58.0% |
| Participation rate | 79.7% | 75.8%+3.9pp | 82.8%-3.1pp | 69.3%+10.4pp |
| Annual return | 11.39% | 45.07%-33.7pp | 263.57%-252.2pp | 318.53%-307.1pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,701 | $5,945-54.6% | $7,352-63.3% | $3,952-31.7% |
| Admin fee / account holder | $1,568 | $6,933-77.4% | $10,799-85.5% | $6,260-75.0% |