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 | $63,843 | $102,317-37.6% | $146,958-56.6% | $80,856-21.0% |
| Participation rate | 78.4% | 75.8%+2.5pp | 82.2%-3.8pp | 67.6%+10.7pp |
| Annual return | 11.83% | 134.76%-122.9pp | 418.34%-406.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,578 | $3,713-57.5% | $4,933-68.0% | $2,755-42.7% |
| Participant deferral / active EE | $4,015 | $6,644-39.6% | $8,070-50.2% | $4,296-6.5% |
| Admin fee / account holder | $4,240 | $7,941-46.6% | $12,998-67.4% | $6,918-38.7% |