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 | $61,796 | $48,795+26.6% | $65,493-5.6% | $84,808-27.1% |
| Participation rate | 84.8% | 67.0%+17.9pp | 73.1%+11.8pp | 68.3%+16.5pp |
| Annual return | 9.46% | 20.20%-10.7pp | 982.45%-973.0pp | 40.90%-31.4pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,863 | $2,928-2.2% | $3,961-27.7% | $4,212-32.0% |
| Admin fee / account holder | $8,022 | $3,877+106.9% | $5,028+59.5% | $7,344+9.2% |