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 | $50,306 | $63,346-20.6% | $92,233-45.5% | $70,131-28.3% |
| Participation rate | 93.2% | 68.7%+24.5pp | 76.5%+16.7pp | 69.5%+23.6pp |
| Annual return | 11.55% | 530.12%-518.6pp | 176.28%-164.7pp | 73.14%-61.6pp |
| Employer contribution / active EE | $1,563 | $2,471-36.7% | $3,679-57.5% | $2,342-33.3% |
| Participant deferral / active EE | $4,003 | $2,854+40.3% | $3,897+2.7% | $3,332+20.2% |
| Admin fee / account holder | $20,614 | $3,840+436.8% | $5,194+296.9% | $4,645+343.8% |