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 | $42,438 | $68,346-37.9% | $94,646-55.2% | $75,163-43.5% |
| Participation rate | 70.3% | 76.1%-5.8pp | 80.8%-10.6pp | 67.2%+3.1pp |
| Annual return | 15.10% | 616.93%-601.8pp | 156.71%-141.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,369 | $6,537-33.2% | $7,418-41.1% | $4,125+5.9% |
| Admin fee / account holder | $6,483 | $5,326+21.7% | $7,231-10.3% | $5,651+14.7% |