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 | $25,226 | $89,355-71.8% | $141,162-82.1% | $72,985-65.4% |
| Participation rate | 84.1% | 75.1%+9.0pp | 82.5%+1.6pp | 69.5%+14.6pp |
| Annual return | 17.93% | 111.85%-93.9pp | 71.39%-53.5pp | 81.00%-63.1pp |
| Employer contribution / active EE | $789 | $3,114-74.7% | $4,735-83.3% | $2,440-67.7% |
| Participant deferral / active EE | $4,986 | $5,418-8.0% | $6,709-25.7% | $3,607+38.2% |
| Admin fee / account holder | $6,080 | $5,958+2.0% | $10,261-40.8% | $5,124+18.6% |