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 | $80,656 | $109,817-26.6% | $98,442-18.1% | $167,490-51.8% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 8.98% | 1956.69%-1947.7pp | 1492.73%-1483.7pp | 478.56%-469.6pp |
| Employer contribution / active EE | $1,879 | $3,224-41.7% | $2,960-36.5% | $4,837-61.2% |
| Participant deferral / active EE | $4,609 | $4,673-1.4% | $4,276+7.8% | $6,341-27.3% |
| Admin fee / account holder | $715 | $6,753-89.4% | $5,949-88.0% | $12,309-94.2% |