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 | $49,622 | $57,281-13.4% | $86,612-42.7% | $75,163-34.0% |
| Participation rate | 72.7% | 63.2%+9.5pp | 71.7%+1.0pp | 67.2%+5.5pp |
| Annual return | 8.12% | 2670.75%-2662.6pp | 591.07%-583.0pp | 160.62%-152.5pp |
| Employer contribution / active EE | $3,336 | $2,314+44.1% | $3,022+10.4% | $2,670+25.0% |
| Participant deferral / active EE | $2,572 | $3,318-22.5% | $4,438-42.0% | $4,125-37.6% |
| Admin fee / account holder | $35,309 | $4,112+758.7% | $5,614+528.9% | $5,651+524.8% |