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 | $70,258 | $115,770-39.3% | $101,248-30.6% | $158,922-55.8% |
| Participation rate | 95.7% | 79.4%+16.3pp | 75.8%+19.8pp | 82.0%+13.7pp |
| Annual return | 4.28% | 56.14%-51.9pp | 46.47%-42.2pp | 302.83%-298.5pp |
| Employer contribution / active EE | $2,114 | $4,175-49.4% | $3,660-42.2% | $4,761-55.6% |
| Participant deferral / active EE | $2,556 | $4,957-48.4% | $4,370-41.5% | $5,982-57.3% |
| Admin fee / account holder | $2,664 | $7,245-63.2% | $5,945-55.2% | $11,246-76.3% |