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 | $77,815 | $118,849-34.5% | $96,562-19.4% | $167,490-53.5% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 4.72% | 50.49%-45.8pp | 37.78%-33.1pp | 478.56%-473.8pp |
| Employer contribution / active EE | $2,206 | $3,120-29.3% | $2,356-6.4% | $4,837-54.4% |
| Participant deferral / active EE | $3,180 | $4,616-31.1% | $3,849-17.4% | $6,341-49.8% |
| Admin fee / account holder | $405 | $8,065-95.0% | $6,181-93.5% | $12,309-96.7% |