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 | $36,180 | $99,079-63.5% | $77,999-53.6% | $273,961-86.8% |
| Participation rate | 70.6% | 78.6%-8.0pp | 75.5%-4.9pp | 83.0%-12.4pp |
| Annual return | 1.86% | 217.93%-216.1pp | 425.96%-424.1pp | 41.45%-39.6pp |
| Employer contribution / active EE | $1,349 | $3,308-59.2% | $2,470-45.4% | $4,869-72.3% |
| Participant deferral / active EE | $4,325 | $4,306+0.4% | $3,497+23.7% | $5,287-18.2% |
| Admin fee / account holder | $2,685 | $8,954-70.0% | $5,480-51.0% | $10,132-73.5% |