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 | $54,034 | $58,208-7.2% | $81,812-34.0% | $80,856-33.2% |
| Participation rate | 89.2% | 63.4%+25.7pp | 72.3%+16.8pp | 67.6%+21.5pp |
| Annual return | 10.44% | 41.66%-31.2pp | 773.79%-763.4pp | 35.59%-25.2pp |
| Employer contribution / active EE | $4,147 | $2,340+77.2% | $2,912+42.4% | $2,755+50.5% |
| Participant deferral / active EE | $6,351 | $3,281+93.6% | $4,319+47.1% | $4,296+47.8% |
| Admin fee / account holder | $10,209 | $4,981+104.9% | $7,386+38.2% | $6,918+47.6% |