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 | $41,098 | $111,724-63.2% | $93,606-56.1% | $145,922-71.8% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 7.37% | 202.98%-195.6pp | 133.20%-125.8pp | 561.29%-553.9pp |
| Employer contribution / active EE | $2,052 | $3,090-33.6% | $2,420-15.2% | $4,660-56.0% |
| Participant deferral / active EE | $4,837 | $4,912-1.5% | $4,411+9.7% | $6,688-27.7% |
| Admin fee / account holder | $2,273 | $10,250-77.8% | $8,285-72.6% | $13,397-83.0% |