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 | $52,417 | $58,208-9.9% | $81,812-35.9% | $80,856-35.2% |
| Participation rate | 73.3% | 63.4%+9.9pp | 72.3%+1.0pp | 67.6%+5.7pp |
| Annual return | 10.72% | 41.66%-30.9pp | 773.79%-763.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,734 | $2,340-25.9% | $2,912-40.5% | $2,755-37.1% |
| Participant deferral / active EE | $4,448 | $3,281+35.6% | $4,319+3.0% | $4,296+3.5% |
| Admin fee / account holder | $1,199 | $4,981-75.9% | $7,386-83.8% | $6,918-82.7% |