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 | $58,575 | $99,020-40.8% | $86,590-32.4% | $147,584-60.3% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 5.12% | 1312.34%-1307.2pp | 964.84%-959.7pp | 578.55%-573.4pp |
| Employer contribution / active EE | $2,065 | $3,132-34.1% | $2,839-27.3% | $4,876-57.6% |
| Participant deferral / active EE | $12,487 | $3,972+214.4% | $3,609+246.0% | $5,439+129.6% |
| Admin fee / account holder | $6,046 | $5,710+5.9% | $4,906+23.2% | $10,885-44.5% |