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 | $82,394 | $24,730+233.2% | $66,042+24.8% | $84,808-2.8% |
| Participation rate | 92.9% | 68.1%+24.8pp | 67.5%+25.4pp | 68.3%+24.5pp |
| Annual return | 9.41% | 79.55%-70.1pp | 52.11%-42.7pp | 40.90%-31.5pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,952 | $1,737+127.5% | $2,835+39.4% | $4,212-6.2% |
| Admin fee / account holder | $19,747 | $3,014+555.2% | $5,747+243.6% | $7,344+168.9% |