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 | $36,839 | $102,966-64.2% | $90,281-59.2% | $152,861-75.9% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 3.40% | 95.16%-91.8pp | 78.10%-74.7pp | 345.32%-341.9pp |
| Employer contribution / active EE | $1,741 | $3,139-44.5% | $2,854-39.0% | $4,762-63.4% |
| Participant deferral / active EE | $3,807 | $4,281-11.1% | $3,885-2.0% | $5,850-34.9% |
| Admin fee / account holder | $3,069 | $6,171-50.3% | $5,351-42.7% | $11,596-73.5% |