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 | $68,101 | $115,770-41.2% | $101,248-32.7% | $158,922-57.1% |
| Participation rate | 93.8% | 79.4%+14.4pp | 75.8%+17.9pp | 82.0%+11.8pp |
| Annual return | 5.44% | 56.14%-50.7pp | 46.47%-41.0pp | 302.83%-297.4pp |
| Employer contribution / active EE | $1,660 | $4,175-60.2% | $3,660-54.6% | $4,761-65.1% |
| Participant deferral / active EE | $3,458 | $4,957-30.2% | $4,370-20.9% | $5,982-42.2% |
| Admin fee / account holder | $1,302 | $7,245-82.0% | $5,945-78.1% | $11,246-88.4% |