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 | $63,393 | $88,083-28.0% | $164,813-61.5% | $74,495-14.9% |
| Participation rate | 71.3% | 73.0%-1.8pp | 78.6%-7.3pp | 67.2%+4.1pp |
| Annual return | 10.41% | 17.26%-6.8pp | 69.93%-59.5pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $2,385 | $2,593-8.0% | $4,341-45.1% | $2,623-9.1% |
| Participant deferral / active EE | $3,331 | $4,498-25.9% | $6,031-44.8% | $4,346-23.3% |
| Admin fee / account holder | $53,261 | $2,234+2284.5% | $12,690+319.7% | $1,942+2643.0% |