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 | $28,624 | $74,888-61.8% | $71,209-59.8% | $142,382-79.9% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 9.80% | 345.14%-335.3pp | 282.51%-272.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $3,889 | $2,854+36.2% | $2,721+42.9% | $4,299-9.5% |
| Participant deferral / active EE | $3,155 | $4,454-29.2% | $4,175-24.4% | $6,507-51.5% |
| Admin fee / account holder | $1,894 | $5,568-66.0% | $5,349-64.6% | $12,624-85.0% |