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 | $38,924 | $102,317-62.0% | $146,958-73.5% | $80,856-51.9% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 9.29% | 134.76%-125.5pp | 418.34%-409.1pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,727 | $3,713-53.5% | $4,933-65.0% | $2,755-37.3% |
| Participant deferral / active EE | $4,010 | $6,644-39.6% | $8,070-50.3% | $4,296-6.7% |
| Admin fee / account holder | $1,780 | $7,941-77.6% | $12,998-86.3% | $6,918-74.3% |