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 | $77,632 | $95,416-18.6% | $185,823-58.2% | $85,850-9.6% |
| Participation rate | 70.6% | 68.8%+1.8pp | 81.7%-11.1pp | 69.3%+1.3pp |
| Annual return | 10.35% | 23.59%-13.2pp | 122.05%-111.7pp | 318.53%-308.2pp |
| Employer contribution / active EE | $6,483 | $3,314+95.7% | $5,167+25.5% | $2,565+152.8% |
| Participant deferral / active EE | $5,243 | $3,423+53.1% | $5,568-5.8% | $3,952+32.7% |
| Admin fee / account holder | $4,835 | $7,213-33.0% | $16,237-70.2% | $6,260-22.8% |