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 | $60,957 | $74,888-18.6% | $71,209-14.4% | $142,382-57.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 6.74% | 345.14%-338.4pp | 282.51%-275.8pp | 217.08%-210.3pp |
| Employer contribution / active EE | $910 | $2,854-68.1% | $2,721-66.6% | $4,299-78.8% |
| Participant deferral / active EE | $4,420 | $4,454-0.8% | $4,175+5.9% | $6,507-32.1% |
| Admin fee / account holder | $369 | $5,568-93.4% | $5,349-93.1% | $12,624-97.1% |