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 | $39,973 | $105,181-62.0% | $159,436-74.9% | $85,850-53.4% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.8%+6.5pp | 69.3%+20.0pp |
| Annual return | 10.31% | 45.07%-34.8pp | 263.57%-253.3pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,084 | $3,318-67.3% | $4,829-77.6% | $2,565-57.8% |
| Participant deferral / active EE | $3,571 | $5,945-39.9% | $7,352-51.4% | $3,952-9.6% |
| Admin fee / account holder | $4,484 | $6,933-35.3% | $10,799-58.5% | $6,260-28.4% |