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 | $30,695 | $102,966-70.2% | $90,281-66.0% | $152,861-79.9% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.4%-9.7pp |
| Annual return | 9.63% | 95.16%-85.5pp | 78.10%-68.5pp | 345.32%-335.7pp |
| Employer contribution / active EE | $909 | $3,139-71.0% | $2,854-68.2% | $4,762-80.9% |
| Participant deferral / active EE | $929 | $4,281-78.3% | $3,885-76.1% | $5,850-84.1% |
| Admin fee / account holder | $5,785 | $6,171-6.2% | $5,351+8.1% | $11,596-50.1% |