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 | $63,222 | $137,414-54.0% | $189,513-66.6% | $85,850-26.4% |
| Participation rate | 88.0% | 84.6%+3.4pp | 87.8%+0.2pp | 69.3%+18.7pp |
| Annual return | 11.57% | 38.14%-26.6pp | 555.15%-543.6pp | 318.53%-307.0pp |
| Employer contribution / active EE | $3,524 | $4,344-18.9% | $6,162-42.8% | $2,565+37.4% |
| Participant deferral / active EE | $6,174 | $6,260-1.4% | $8,221-24.9% | $3,952+56.2% |
| Admin fee / account holder | $2,109 | $8,630-75.6% | $12,045-82.5% | $6,260-66.3% |