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 | $84,925 | $89,355-5.0% | $141,162-39.8% | $72,985+16.4% |
| Participation rate | 82.2% | 75.1%+7.1pp | 82.5%-0.2pp | 69.5%+12.7pp |
| Annual return | 18.03% | 111.85%-93.8pp | 71.39%-53.4pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,370 | $3,114-56.0% | $4,735-71.1% | $2,440-43.9% |
| Participant deferral / active EE | $4,338 | $5,418-19.9% | $6,709-35.3% | $3,607+20.2% |
| Admin fee / account holder | $24,104 | $5,958+304.6% | $10,261+134.9% | $5,124+370.4% |