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 | $62,274 | $89,355-30.3% | $141,162-55.9% | $72,985-14.7% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 16.28% | 111.85%-95.6pp | 71.39%-55.1pp | 81.00%-64.7pp |
| Employer contribution / active EE | $736 | $3,114-76.4% | $4,735-84.5% | $2,440-69.8% |
| Participant deferral / active EE | $3,202 | $5,418-40.9% | $6,709-52.3% | $3,607-11.2% |
| Admin fee / account holder | $515 | $5,958-91.4% | $10,261-95.0% | $5,124-89.9% |