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 | $45,246 | $89,355-49.4% | $141,162-67.9% | $72,985-38.0% |
| Participation rate | 74.1% | 75.1%-1.0pp | 82.5%-8.3pp | 69.5%+4.7pp |
| Annual return | 14.75% | 111.85%-97.1pp | 71.39%-56.6pp | 81.00%-66.3pp |
| Employer contribution / active EE | $1,692 | $3,114-45.7% | $4,735-64.3% | $2,440-30.6% |
| Participant deferral / active EE | $2,446 | $5,418-54.8% | $6,709-63.5% | $3,607-32.2% |
| Admin fee / account holder | $1,346 | $5,958-77.4% | $10,261-86.9% | $5,124-73.7% |