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 | $39,645 | $85,202-53.5% | $172,739-77.0% | $72,985-45.7% |
| Participation rate | 79.5% | 70.1%+9.4pp | 82.6%-3.2pp | 69.5%+10.0pp |
| Annual return | 4.68% | 27.32%-22.6pp | 802.84%-798.2pp | 81.00%-76.3pp |
| Employer contribution / active EE | $1,724 | $3,324-48.1% | $5,143-66.5% | $2,440-29.3% |
| Participant deferral / active EE | $3,089 | $3,260-5.3% | $5,198-40.6% | $3,607-14.4% |
| Admin fee / account holder | $2,073 | $5,884-64.8% | $13,954-85.1% | $5,124-59.6% |