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 | $49,914 | $49,9220% | $80,569-38.0% | $75,163-33.6% |
| Participation rate | 98.7% | 55.3%+43.4pp | 67.0%+31.7pp | 67.2%+31.5pp |
| Annual return | 11.83% | 34.69%-22.9pp | 935.43%-923.6pp | 160.62%-148.8pp |
| Employer contribution / active EE | $2,730 | $1,698+60.8% | $2,723+0.2% | $2,670+2.3% |
| Participant deferral / active EE | $2,870 | $2,990-4.0% | $4,447-35.5% | $4,125-30.4% |
| Admin fee / account holder | $6,787 | $3,577+89.7% | $5,377+26.2% | $5,651+20.1% |