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 | $64,357 | $102,317-37.1% | $146,958-56.2% | $80,856-20.4% |
| Participation rate | 78.3% | 75.8%+2.4pp | 82.2%-3.9pp | 67.6%+10.6pp |
| Annual return | 11.71% | 134.76%-123.1pp | 418.34%-406.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,076 | $3,713-44.1% | $4,933-57.9% | $2,755-24.6% |
| Participant deferral / active EE | $2,966 | $6,644-55.4% | $8,070-63.3% | $4,296-31.0% |
| Admin fee / account holder | $3,131 | $7,941-60.6% | $12,998-75.9% | $6,918-54.7% |