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 | $60,549 | $157,256-61.5% | $141,162-57.1% | $152,861-60.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 4.49% | 64.32%-59.8pp | 71.39%-66.9pp | 345.32%-340.8pp |
| Employer contribution / active EE | $2,159 | $5,261-59.0% | $4,735-54.4% | $4,762-54.7% |
| Participant deferral / active EE | $2,994 | $7,109-57.9% | $6,709-55.4% | $5,850-48.8% |
| Admin fee / account holder | $719 | $12,120-94.1% | $10,261-93.0% | $11,596-93.8% |