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 | $68,576 | $89,355-23.3% | $141,162-51.4% | $72,985-6.0% |
| Participation rate | 76.0% | 75.1%+0.9pp | 82.5%-6.5pp | 69.5%+6.5pp |
| Annual return | 17.86% | 111.85%-94.0pp | 71.39%-53.5pp | 81.00%-63.1pp |
| Employer contribution / active EE | $2,120 | $3,114-31.9% | $4,735-55.2% | $2,440-13.1% |
| Participant deferral / active EE | $3,605 | $5,418-33.5% | $6,709-46.3% | $3,607-0.1% |
| Admin fee / account holder | $2,651 | $5,958-55.5% | $10,261-74.2% | $5,124-48.3% |