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 | $52,014 | $99,921-47.9% | $85,009-38.8% | $145,959-64.4% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 8.04% | 83.89%-75.8pp | 66.47%-58.4pp | 561.95%-553.9pp |
| Employer contribution / active EE | $977 | $3,233-69.8% | $2,728-64.2% | $4,661-79.0% |
| Participant deferral / active EE | $1,777 | $5,293-66.4% | $4,522-60.7% | $6,689-73.4% |
| Admin fee / account holder | $22,922 | $7,252+216.1% | $6,153+272.6% | $13,398+71.1% |