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 | $69,270 | $115,770-40.2% | $101,248-31.6% | $158,922-56.4% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 5.77% | 56.14%-50.4pp | 46.47%-40.7pp | 302.83%-297.1pp |
| Employer contribution / active EE | $1,806 | $4,175-56.7% | $3,660-50.6% | $4,761-62.1% |
| Participant deferral / active EE | $9,591 | $4,957+93.5% | $4,370+119.5% | $5,982+60.3% |
| Admin fee / account holder | $1,066 | $7,245-85.3% | $5,945-82.1% | $11,246-90.5% |